Insurance Customer Service Representative
Location: Sante Fe, NM
Job Type: fulltime
Company: Farmers Insurance - District 25
Salary: $30000.0 - $60000.0 per year
Category: Sales
Job Description Apply Now
Insurance Customer Service Representative (CSR) Job OverviewAs an Insurance Customer Service Representative (CSR) with Farmers Insurance, you will play a vital role in building and maintaining strong customer relationships. This full-time position focuses on understanding customer needs, responding to inquiries, and supporting agency initiatives to ensure the highest level of client satisfaction. Working alongside a dedicated agency team, you will be given the opportunity to make a meaningful impact on the overall customer experience while supporting the agency's operational goals.
Key Responsibilities- Provide exceptional customer service by responding promptly and professionally to client inquiries through phone, email, and in-person interactions.
- Assist clients with insurance policy questions, coverage options, claims processes, and billing concerns, ensuring a positive and informed experience at every touchpoint.
- Cross-sell auto, home, and business insurance products to current clients by identifying coverage gaps and recommending suitable solutions tailored to their needs.
- Collaborate with the agency owner and team members to develop and implement strategies that drive customer loyalty and retention.
- Utilize analytical skills to monitor and measure the effectiveness of customer satisfaction initiatives, providing feedback and recommendations for continuous improvement.
- Support the agency's compliance with state regulations by maintaining up-to-date knowledge of insurance products, industry standards, and licensing requirements.
- Coach and mentor fellow team members when needed, promoting best practices in customer engagement and service excellence.
- Handle sensitive client information with professionalism and confidentiality, adhering to all company and legal standards.
- Participate in occasional evening and weekend activities to meet customer needs and agency objectives.
- Previous customer service experience is required, preferably in an insurance or financial services environment.
- Ability to obtain a Property & Casualty Insurance License within the first 30 days of employment, as required by state statutes.
- Proficiency in PC software applications, including Microsoft Office Suite and Internet Explorer.
- Strong analytical skills and familiarity with performance metrics to assess customer satisfaction and loyalty.
- Excellent communication and interpersonal abilities with a focus on understanding and meeting client needs.
- Valid driver's license required.
- Ability to work collaboratively as part of a team in an office setting.
This Insurance Customer Service Representative (CSR) position is a full-time opportunity within a Farmers Insurance agency. You will be a valued staff member of the agency. Please note that this position is not an employee role with American Family Insurance.
Work EnvironmentYou will work in a professional office environment as part of a supportive and experienced team. Occasional evening and weekend work may be required to accommodate customer needs and agency goals. Joining Farmers Insurance as an Insurance Customer Service Representative (CSR) offers a rewarding pathway to career growth and advancement in the insurance industry.
Farmers Insurance is committed to creating an inclusive, diverse, and equitable workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status.