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

If you enjoy helping others and are a compassionate, customer-focused individual, then apply to our SAN RAMON insurance agency today! Our reputable insurance agency is looking for an exceptional insurance personal lines customer service representative to join our team. At James Peregrino-District Office we pride ourselves on our outstanding insurance products and customer service.

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.
• Handle all incoming claim calls from customers.
• Complete Evidence of Insurance requests.
• 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.
• Provide exceptional customer service.

• 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.
• 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.
• A Property & Casualty license is preferred but will train good individual.
• Must be highly self-motivated.
• Great Customer Service Skills.
• Problem-Solving Capabilities.