Executive Assistant / Customer Service Representative

San Diego, CA
United States

Purmul Insurance Agency

1 to 50 employees

Company Info

Job description

Successful, thriving multi-lines Insurance Agency is seeking self-motivated professionals to fill Administrative Assistant / Customer Service Representative position. 

We have a need for a Full time (30 - 40 hrs a week) Administrative Assistant / Customer Service Representative. 

Candidate hired will have a great opportunity to begin and grow with one of San Diego's fastest growing Insurance Agency with the #1 Property & Casualty Insurance Company in California 

Candidate will work closely with Agency Manager in various tasks as well as maintain and grow relationship with existing clients. 
Bonuses paid based off of performance. 
College Graduate a strong plus.
Medical/Dental/Vision Health Benefits provided once qualified.
Need to be a strong communicator.
No prior Insurance Experience Required but strong plus. 
In-House Training provided. 
Bilingual a STRONG plus. 
Must Be or willing to Get Insurance Licensed. 
Starting $15-$17/hr plus bonuses. 
Advancement opportunity available based off of performance. 

Candidates must have a positive attitude, self motivated, strong customer service skills, a willingness to learn, and professionals who are looking for a career position. 

Interested candidates must reply with attached resume. Replies without resumes will not be considered. 

Summary

Customer Service Representatives work to maximize positive customer experiences by responding to customer inquiries or complaints regarding the company's products or services.   They will communicate with internal and external customers about basic underwriting guidelines, policies, and marketing initiatives to service customer accounts.

Additionally, Customer Service Representatives will analyze, clarify, and resolve policy and account-related questions.

Core job duties include (but are not limited to):

Must be/or be willing to get insurance licensed
Determine customer requirements and expectations in order to help the customer identify specific products and solutions
Solicit, sell and negotiate new business policies
Review renewal business and identify appropriate follow-up action based on degree of change
Cross-sell/up-sell products to existing customers
Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken
Assist with the annual review process by contacting customers and preparing personalized customer coverage recommendations based on customer's needs
Perform risk analysis and field underwriting
Client/Claims liaison
Refer unresolved customer grievances or complex customer interactions to senior team member
Implement/adhere to company and Agency guidelines
General customer service duties as presented
Performs other duties as assigned

Core competencies

Business Results: Able to meet individual performance metrics and goals
Multi-tasking: Able to successfully juggle multiple priorities at any given time
Attention to Detail: Maintain accurate and descriptive accounts of all customer interactions

Communication: Possess outstanding written and verbal communication skills
Job Knowledge: Understand basic product, billing, underwriting, and processing guidelines

Teamwork: Accept feedback when offered and work well with others
Problem solving: Able to research and identify timely solutions to customer-related problems

Preferred skills and abilities

Four-year college degree highly preferred. High school diploma or equivalent required.
Previous customer service experience highly preferred. Ideal candidate will have basic
* PC skills, basic math skills, strong analytical capability, conflict resolution skills, the ability to multi-task, and strong verbal and written communication skills.

Company Description

ABOUT PURMUL INSURANCE AGENCY

Purmul Insurance Agency started a decade ago as a Multi-Line Insurance Broker serving our clients across the California. Over the past five years, we redoubled our marketing efforts to thousands of families and small businesses across hundreds of industries delivering cost-effective insurance solutions. Purmul Insurance Agency is an award-winning Insurance Brokerage with a great work environment.

Work location: San Diego, CA

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