Insurance Customer Service and Sales Representative

Job Description

Job Description

Join a locally trusted, award-winning Farmers Insurance agency led by Mike and Marla Clinkenbeard. With over 45 years of success, our agency has built a reputation for excellence in customer service, community involvement, and insurance expertise. We take pride in creating a positive, professional environment where both clients and team members feel supported and valued. The Licensed P&C (Property & Casualty) Insurance CSR (Customer Service Representative) plays a key role in servicing existing clients, assisting with high volume phone requests and walk in service needs, generating new business, and providing reliable support to ensure client satisfaction and policy retention. This role requires strong communication skills, attention to detail, and the ability to multitask in a fast-paced environment!

Benefits

Hourly Base Salary Based on Experience

Paid Time Off (PTO)

Health Insurance

Vision Insurance

Dental Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Responsibilities

• Process customer policy change requests.
• Assist call ins and walk ins with various policy requests.
• Complete Evidence of Insurance requests.
• Document each customer contact in eAgent.
• Take premium payments from customers.
• Treat each customer contact as a cross and up-sell opportunity including financial products.
• Return all phone messages promptly.
• Thoroughly understand and follow all underwriting, rating and compliance requirements.
• Maintain knowledge of new products and services.
• Prospecting and generating new business through leads & referral sources.
• Generating insurance quotes.
• Provide exceptional customer service and support.
• Develop and maintain client relationships.
• Work independently and as part of a team.
• Handle all incoming claim calls from customers and follow-up.
• Handle customer renewals.

Requirements