Customer Service Specialist

Job Description

Job Description

Connally Insurance is a local Farmers Agency in Monterey, California, and is looking for a confident, experienced office professional to join our team. In this Full-Time position, you will be responsible for answering customer questions, managing projects and confidently helping our clients. We are a dedicated and driven team with a focus on providing each of our customers with amazing customer service. If you are looking for a new opportunity to grow, this may be the role for you. Your positive attitude and knowledge of products and services will make you an amazing asset to our customers. If you are ready to grow your career, Apply Today!

Benefits

Hourly Base Salary + Bonus Opportunities

Evenings Off

Career Growth Opportunities

No Weekends

401K

Hands on Training

Paid Time Off (PTO)

Retirement Plan

Mon-Fri Schedule

Responsibilities

• Answer incoming phone calls in a friendly manner.
• Process customer policy change requests.
• Secure all trailing documents from customers.
• Document each customer contact in our client management system.
• Greet all customers, entering the office, in a friendly and helpful manner.
• Take premium payments from customers.
• Provide exceptional customer service and support.
• Develop and maintain client relationships.
• Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.
• Assess and identify the wants and needs of your customer(s) over the phone.

Requirements