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Roseville

    Customer Service Agent - Roseville, United States - Acrisure LLC

    Acrisure LLC
    Acrisure LLC Roseville, United States

    2 days ago

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    Description

    **Acrisure LLC**

    **Customer Service Agent (Woodcreek Insurance Services)**

    **Woodcreek Insurance Services - Roseville, CA - Full Time**

    **Woodcreek Insurance Services** is a full-service independent insurance Agency with access to hundreds of Auto, Home, and Commercial insurance programs. The companies they have access to are built on strength, security, and solutions with superior ratings for their claims paying ability and financial strength. Woodcreek Insurance offers all types of Personal Insurance coverages to their clients in California including Auto Insurance, Homeowners Insurance, Motorcycle Insurance, Boat & Watercraft, and Flood Insurance. Woodcreek Insurance Services, an **Acrisure** agency partner, has a current need for a full-time **Customer Service Agent**. This individual will be responsible for selling, soliciting, servicing, differentiating, and negotiating insurance plans that match the prospects needs. The goal is to build up strong positive relationships, to ensure growth attainment and increase the firms reputation. * Prospect, quote, and sell new business policies to incoming prospects

    Cross-sell existing customers to round out accounts

    Service existing customers ongoing needs

    Evaluate business or individual customers needs and financial status and propose protection plans that meet their criteria

    Maintain bookkeeping systems, database, and records

    Constantly update job knowledge and learn about new products and services

    Fulfill all policy requirements

    **Competencies:** * High school diploma or the recognized equivalent, required

    Must have active California P&C License, or willing to obtain upon hire, required

    Must be computer proficient and able to work in a paperless environment, required

    Proven working experience as an insurance agent, preferred

    Familiarity with all types of Personal and Commercial insurance plans

    Bilingual (Spanish), required

    Strong multi-tasking ability

    Proven ability to work with goals

    Demonstrated ability to communicate, present, influence, and sell effectively

    Experience in delivering client-focused solutions in creating long-lasting relationships

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