Insurance Customer Experience Representative

Role Overview

The Customer Experience Representative is responsible for maintaining and maximizing profitable relationships with personal lines clients and growing the book of business through new client sales. The role involves interacting with customers and prospects via phone, email, text, and in person. The position is based in a small office environment and offers long-term growth potential.

What You Will Do

Identify, qualify, and develop personal insurance opportunities with new and existing clients. Foster and maintain excellent relationships with clients and prospects through regular follow-up and accurate quotations. Actively prospect and solicit increases in existing client coverage and network for new clients.

Why It Might Be a Fit

The ideal candidate is people-oriented, customer-focused, and professionally assertive. They should possess outstanding organizational skills, sound business judgment, and superior written and verbal communication skills.

Requirements

• Obtain and maintain a California Personal Lines or Property/Casualty Broker Agent license
• Be people-oriented, customer-focused, and professionally assertive
• Possess outstanding organizational skills
• Have excellent time management skills
• Thrive in a team environment
• Technology and Computer proficiency including agency management systems

Benefits

• Competitive Pay
• Professional Development
• Job Stability in a growing industry
• Fully paid health insurance
• Retirement savings
• PTO