Customer Service Representative
Benefits :
- Bonus based on performance
- Flexible schedule
- Paid time off
- Parental leave
Join our vibrant team at the Chelsea Cabanillas Agency - a leading insurance provider specializing in personal lines insurance such as home, auto, and life insurance.
Located at Tatum and Greenway in North Phoenix, we're seeking a dynamic and motivated Customer Service Representative (CSR) to provide a top-notch service experience for our clients.
Working Hours and Flexibility
Primarily an in-office position with working hours from Monday- Thursday (9AM to 5pm) and Friday (8 : 30AM- 4pm). However, we value work-life balance and are open to flexible schedules that include working from home once we are familiar with your work style and abilities.
Transportation Support :
To assist with your commute, we offer a $200 monthly gas card allowance.
Our Core Values :
Our company thrives on the following principles :
- Be Kind
- Be Curious
- Be Intentional
- Be Reliable
- Be Joyful
These values are integral to our operations and contribute to our reputation as a high-performing agency. If you align with these values, you might be just the person we're looking for!
Perks / Benefits :
- Immediate Eligibility for Paid Time Off (PTO)
- Paid Volunteer Time Off (VTO)
- Monthly Gas Card Allowance
- Monthly Paid Lunch Meeting
- Quarterly Team Building Outings
- Life Insurance Benefits
- Vision, Dental and Short Term Disability Benefits (employee funded for the first 12 months)
- Reimbursement for Insurance License Study Materials and one Exam Fee (upon passing)
Job Description :
The Customer Service Representative (CSR) will be a key player in delivering a superior experience for our customers that extends beyond the initial insurance purchase.
The CSR will assist in both service-related and sales-related tasks, developing long-term relationships with our clients and ensuring our service matches our commitment to excellence.
Primary Responsibilities :
- Assist with incoming calls
- Handle rate change reviews
- Address claims concerns and questions
- Assist with billing inquiries and policy transactions
- Manage our Personal Insurance Review program
- Assist with quoting personal lines insurance, preparing quotes for the sales team
- Build relationships with referral partners (mortgage lenders, real estate agents, etc.)
Skills and Traits :
- Positive and upbeat attitude
- Strong communication skills
- Excellent follow-up abilities
- Ability to prioritize and adapt to changes
- Efficient work habits
- Quick to transition between tasks
- Open to coaching and accountability
- Fast learner
- Friendly and approachable
- Detail-oriented
Qualifications :
- High School Diploma (required)
- Associate or Bachelor's Degree (preferred but not required)
- Property and Casualty Insurance License required within 30 days of hire
- Life License required within 90 days of hire
Please note that candidates will not officially start in-office until they have obtained their Property and Casualty License.
Study materials and one exam fee will be reimbursed upon passing.
Jump-start your career by joining a team that prides itself on providing superior service to its clients.
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