Customer Service Rep Job at James Peregrino-District Office in San Ramon

Dont wait, take the next step in your career today. James Peregrino-District Office in SAN RAMON, California, is looking for a motivated and dynamic individual to join our team as a Full-Time Customer Service Representative. If you have a passion for delivering excellent customer service and enjoy working in a proactive environment and building rapport with others, this is the role for you. No prior experience in [INDUSTRY]? No problem! This is the perfect opportunity to transfer your experience to break into a new industry. Youll have the opportunity to grow your knowledge and youll benefit from additional avenues for growth and advancement. We will teach you everything you need to know. Are you an Experienced CSR? Incredible! You will benefit from continued training and education as well as career development and advancement opportunities. Continue growing your knowledge with our mentorship and training. You will also have the opportunity for advancement and the option to transition into sales if desired. Apply now to join our team and our commitment to customer satisfaction and success.

Annual Base Salary Based on Experience

Paid Time Off (PTO)

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Evenings Off

Process customer policy change requests.

Secure all Trailing Documents from customers.

Complete Evidence of Insurance requests.

Immediately greet all customers, entering the office, in a friendly and helpful manner.

Take premium payments from customers.

Ask each customer for referrals and explain our referral program.

Treat each customer contact as a cross and up-sell opportunity including financial products.

Verify phone numbers, addresses and email addresses with each customer contact and update customer information.

Return all phone messages promptly.

Share training and education knowledge and expertise with team members.

Thoroughly understand and follow all underwriting, rating and compliance requirements.

Maintain knowledge of new products and services.

Provide exceptional customer service and support.

Be outstanding at relationship building.

Develop and maintain client relationships.

Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.

Possess an upbeat, positive and enthusiastic attitude.

Be a great self-starter with a sense of urgency.

Create relationships from a cold start.

Proficiency to multi-task, follow-thru and follow-up.

Excellent Communication/interpersonal skills.

Confident, self-starter who works well independently.

Must have ability to multi-task.

Must be highly self-motivated.

Professional phone etiquette.

Follow through and exceed current and prospective client expectations.

Excellent Spelling and Grammar skills.

Great Customer Service Skills.

Problem-Solving Capabilities.

Works well with other employees and is a team player with a positive attitude.

A Property & Casualty insurance license is required.

A Life & Health Insurance license is required.

Display leadership competencies, including ability to delegate, engage, and inspire others.

Strong communication skills, both oral and written.

Ability to tactfully handle stressful and difficult situations.