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RICHARD TAY INSURANCE AND FINANCIAL

Customer Service Representative Job at RICHARD TAY INSURANCE AND FINANCIAL in Ir

RICHARD TAY INSURANCE AND FINANCIAL, Irvine, CA, US


Job Description

Job Description
Benefits/Perks
  • Competitive Pay
  • Professional Development
  • Job Stability in a growing industry
Job Description
We are seeking a professional and personable Customer Service Representative to join our team. In this role, you will be responsible for ensuring that each customer has a positive experience when reaching out to our agency. You will respond promptly to inquiries, maintain accurate records, and generally provide excellent customer service. The ideal candidate is detail-oriented, friendly, and familiar with insurance products.

Responsibilities
  • Answer customer questions via phone, email, and in-person
  • Assist clients with new quotes, updating policies, payments, and other services
  • Schedule appointments and maintain calendar
  • Maintain detailed records of client interactions
  • Review audits and/or policies
  • Collaborate with colleagues to provide comprehensive customer service
Qualifications
  • Knowledge of insurance products
  • High school diploma/GED required, Bachelors degree preferred
  • Excellent customer service skills
  • Highly organized with strong time management skills
  • Familiarity with Microsoft Office and other software applications