Customer Service Representative

Cristo Garcia Farmers Insurance Agency is seeking a detail-oriented and customer-focused Insurance Customer Service Representative to join our dynamic team. In this role, you will play a crucial part in delivering exceptional customer service while supporting various operational aspects of the agency. Your responsibilities will encompass communication with clients, data entry, claims processing, policy renewals, customer onboarding, and overall quality control. The ideal candidate is proactive, organized, and committed to providing excellent service.

Key Qualifications:

• Strong organizational skills and attention to detail.
• Excellent verbal and written communication skills.
• Ability to handle multiple tasks efficiently and manage time effectively.
• Proficiency in using a computer and software like Google Workspace, customer management systems, and other software/tech our agency uses.
• Customer-focused with the ability to work in a team-oriented environment.
• Experience in customer service or administrative roles is a plus but not required.
• Familiarity with AI tools such as ChatGPT, Claude, or Perplexity is a strong plus.
• Comfortable using team communication platforms such as Slack or similar tools.
• Coachable and open to feedback.
• Honest, trustworthy, and goal oriented.

Compensation Schedule:

• Base pay starts at $34,500 annual.
• Monday–Friday, 9AM–6PM.
• Opportunities for commissions.
• Opportunities for performance-based incentives and bonuses.
• .Annual performance-based raises available for meeting and exceeding goals.
• We reimburse exam prep material and first exam licensing fee for licensing if applicable, and cover license renewals.
• Paid and non paid holidays.
• Career growth path.
• Vacation and benefits offered.

What Makes Us Different:

• We invest in you from day one. No prior insurance experience needed.
• We are a a high trust team. We run morning huddles, weekly 1-on-1s, performance boards, and a culture of accountability.
• We are a people first agency, not a call center. every team member is a valued contributor to our mission. We foster a professional environment built on clear communication, mutual respect, and shared accountability.
• Hands on training is deliberate part of how we develop our people.

• Policy Changes Data Entry: Process customer policy change requests accurately and ensure accurate input of customer data across systems to manage accounts and support automation.
• Claims Support: Proactively communicate with customers about their claims and guide them through the process.
• Policy Renewals: Contact customers regarding policy renewals to ensure smooth service continuation.
• Customer Onboarding: Contact customers regarding their new service with us to ensure smooth agency and insurance experience.
• Policy Payments: Address upcoming, overdue, or declined payments by reaching out to customers for timely resolution.
• Customer Communication: Manage notices, inquiries, and correspondence across multiple channels, including email, text, call and other platforms.
• Appointment Scheduling: Organize appointments for both agency personnel and customers efficiently.
• Quality Control: Ensure accuracy in documents, data entries, and tasks to maintain compliance and operational efficiency.
• Call Handling: Respond to customer inquiries across phone, text, and email, ensuring clear communication.
• Referrals Sales Support: Identify and route sales opportunities during customer engagements, renewals, and onboardings.
• Agency Operations Support: Assist with operational tasks that keep the agency running efficiently, including digital filing, system updates, and workflow support.

• Excellent Communication/interpersonal skills.
• Confident, self-starter who works well independently.
• Must have the ability to multi-task.
• Professional phone etiquette.
• Great Customer Service Skills.
• Problem-Solving Capabilities.
• Works well with other employees and is a team player with a positive attitude.
• Strong communication skills, both oral and written.
• Ability to tactfully handle stressful and difficult situations.
• Be capable of handling customer rejection.
• No insurance experience is required, but must be willing to learn.
• Commitment to excellence, willingness to work hard, and willingness to go the extra mile.
• Ability to take initiative, be proactive, and think outside the box.
• Ability to type 40 words per minute or more.
• Obtain a California Property and Casualty insurance license within 30 days.
• Competent ability in the use of a computer, software, and tech. such but not limited to Google Workspace, Adobe, Calendly, and more.
• Must have reliable transportation.
• Must be able to work in-person at our office. Monday–Friday 9AM–6PM.
• Background check will be conducted if hired.