Customer Service Representative - Insurance - San Diego, CA
Posted 2025-03-14About the position
Are you searching for a position in Insurance where you can exceed customer service expectations and collaborate with a team? A well-established insurance brokerage located near downtown San Diego is looking to add a personable Customer Service Representative to the team. This office is located near local eating establishments, perfect for lunchtime. If you want to join a reliable team where you can grow, apply now!
Responsibilities
? Provide helpful and professional insurance service needs to clients and producers
,
? Process binder requests, endorsements, policies, etc.
,
? Verify critical information for file documentation: premiums, policy numbers, claims reports, forms, etc.
,
? Provide knowledgeable answers to questions about product, pricing, and availability
,
? Work with internal departments to meet customer's needs
,
? Comfortable with cross-selling
Requirements
? P&C license required
,
? 1+ years of Commercial Lines Insurance experience in a retail brokerage setting
,
? Proficiency in Salesforce
,
? In-depth knowledge of various insurance coverages, products, and agency procedures
Nice-to-haves
Benefits
? Dental insurance
,
? Flexible schedule
,
? Health insurance
,
? Paid time off
,
? Vision insurance
,
? Work from home
For more such jobs please click here!