Insurance Agency CSR

Benefits :

• Bonus based on performance
• Flexible schedule
• Paid time off

Core Values

• Be Kind
• Be Curious
• Be Intentional
• Be Reliable
• Be Joyful

Our Team

At the Chelsea Cabanillas Insurance Agency, everything we do, from the way we build relationships with clients to how we support and cheer each other on, comes back to a common goal : we work as a team at being the best our jobs.

Hopefully, you noticed that our Core Values are listed before the job requirements. We take them seriously.

Our Core Values are the glue for our team; aligning enables us to operate at an elite level. We're proud to say that we are a high performing insurance agency, and we strive to be better each day.

Perks / Benefits

• Immediate Paid Time Off (PTO) Eligible
• Paid Volunteer Time Off (WTO)
• Monthly Gas Card Allowance
• Monthly Meeting with a Paid Lunch
• Opportunity to earn "Work from Home" Fridays
• Quarterly Team Building Outing
• Vision, Dental and Short Term Disability Benefits - paid for by employee for first 12 months
• Insurance License Studying Materials and 1 exam fee reimbursable once passed

Job Overview

We're looking for a positive, motivated candidate to join our Service Team as a full-time Customer Service Representative (CSR) .

We don't just sell. We provide a service post closing that allows our customers to become apart of our agency community.

We are masters at learning and adapting with the market. Each Service Team member is consistent and creative in how to best serve our clients.

Selling is important, but that doesn't come without building relationships, educating and adding value, and ensuring our clients are appropriately protected.

We count on our Service Team to show our clients that level of attention once in our book of business.

This is more than a job, this is an opportunity to build a career, grow your impact, and win as a team. If this sounds like a good fit, we can’t wait to meet you!

Primary Job Activities

The Primary objective of the CSR is to provide our customers with a superior agency experience that reaches well beyond the initial purchase of insurance.

We deliver to our community positive impact made through kindness, efficiency and trusted insurance guidance.

Here are a few of the activities for the CSR.

Service Related

• Rate Changes
• Claims issues & questions
• Assist with incoming phone calls
• Help with billing issues and policy transactions
• Manage our Personal Insurance Review program
• Other items to deliver outstanding customer experience

Sales Related

• Assist team with quoting personal lines insurance
• Cross-sell while assisting current customers
• Follow up with customers to complete post-sale process
• Build relationships with referral partners (mortgage lenders, real estate agents, etc.)
• Maintain product knowledge for all lines of business and products written

Skills

• Maintain a positive, upbeat attitude
• Follow-up consistently and promptly
• Compelling, clear communication
• Prioritize and remain adaptable
• Work efficiently
• Transition between tasks quickly

Traits

• Coachable
• Accountable
• Fast Learner
• Friendly
• Natural relationship-builder
• Detail Oriented

Education

• High school diploma
• Associate or bachelor’s degree preferred, but not required

Licensing

• Property and casualty insurance licenses within 30 days of hiring offer
• Life license within 90 days from original hire date
• A candidate does not officially start until they are licensed

Flexible work from home options available.