Jobs
>
Customer Service Representative
>
San Jose

    Customer Service Representative - San Jose, United States - A To Z Insurance Agency

    A To Z Insurance Agency
    A To Z Insurance Agency San Jose, United States

    1 week ago

    Default job background
    Description


    The Customer Service Representative at A To Z Insurance Agency is responsible for maintaining solid customer relationships by handling customer inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific service and marketing activities.

    Benefits/Perks

    Competitive Pay

    Professional Development

    Job Stability in a growing industry

    Responsibilities

    Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, and providing documentation.


    Answer customer calls and correspondence regarding new or existing insurance policies and service all claims which include regular and after-hour claims.


    Work with new clients or support a producer in an effort to understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary.


    Set appointments and/or client calls or support a producer to review existing policies, review liability limits and exposures, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals.


    Confer with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation.


    Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, and following up to ensure resolution.

    Review audits or policies; verify accuracy and facilitate corrections, as needed, between client and carrier.


    Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.


    Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.

    Qualifications


    Hold the insurance license required by your state and have a minimum of two years of commercial lines insurance account management experience as well as a Bachelor's Degree or comparable work experience.


    Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects.


    Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills as well as excellent math and reading skills to perform calculations.


    Possess a sense of urgency, attention to detail, organization, multi-tasking, and follow-up skills, and the ability to handle difficult situations with customers and solve complex problems without direct supervision.


    Have excellent time management skills with a personal accountability mindset as well as technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation.

    #J-18808-Ljbffr
  • QA Builders

    Customer Service Representative

    4 days ago

    QA Builders San Jose, United States

    Overview: · We are seeking a highly motivated and customer-oriented individual to join our team as a Customer Service Representative. As a Customer Service Representative, you will be responsible for providing exceptional service to our customers and ensuring their satisfaction w ...

  • Keynote Business Solutions

    Customer Service Representative

    4 days ago

    Keynote Business Solutions San Jose, United States

    Job Overview: · We are seeking a Customer Service Representative to join our team. As a Customer Service Representative, you will be the first point of contact for our customers, providing exceptional service and support. This role requires excellent communication skills, attenti ...

  • Waste Connections

    Customer Service Representative

    1 week ago

    Waste Connections San Jose, United States

    Green Team of San Jose, a Waste Connections company, is looking for a _h_i_gh energy_ **Customer Service** **Representative** to join our team in **San Jose, CA** Previous waste experience would be a huge _plus_ · The schedule will be Monday-Friday 8am-5pm. · **The pay range for ...

  • Rolando Suarez - State Farm Agent

    Customer Service Representative

    3 days ago

    Rolando Suarez - State Farm Agent San Jose, United States

    **Position Overview**: · Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you State Farm agents market only State Farm insurance and fin ...

  • Diamond Cut Inc.

    Customer Service Representative/retail

    6 days ago

    Diamond Cut Inc. San Jose, United States

    We take pride in delivering exceptional customer service and creating memorable shopping experiences for our valued customers. We are currently seeking a Customer Service Representative (Retail) to join our team and uphold our commitment to service excellence. · As a Customer Ser ...

  • Monica Rodriguez-Farmers Insurance Agency

    Insurance Customer Service Representative

    1 week ago

    Monica Rodriguez-Farmers Insurance Agency San Jose, United States

    Are you looking to grow? So are we · Monica Rodriguez-Farmers Insurance Agency in SAN JOSE, California, is looking for an enthusiastic, customer-driven, and knowledgeable person to join our team as a Full-Time Licensed Insurance Customer Service Representative. In this role you w ...

  • Home Langres

    Pharmacy Customer Service Representative

    2 days ago

    Home Langres San Jose, United States

    Job Summary: · **Responsibilities**: · - Assist customers with product information, pricing, and availability · - Process orders, returns, and exchanges efficiently · - Resolve customer complaints in a professional manner · - Conduct outbound calls for sales and follow-up purpose ...

  • Motel 6 / Studio 6

    Guest Service Representative

    3 days ago

    Motel 6 / Studio 6 Santa Clara, United States

    _**Primary Objective**:_ · We are looking for a Hotel Front Desk Agent to serve as our guests' first point of contact and manage all aspects of their accommodation. The agent will be responsible for interacting with the guests to provide the highest quality service and to ensure ...

  • Assured Alliance, Inc.

    Customer Service Representative/retail Sales

    6 days ago

    Assured Alliance, Inc. San Jose, United States

    Assured Alliance, Inc. is seeking a Customer Service Representative to join our team This will be a in person positon, we are looking for someone with an amazing attitude who is always ready to help customers and wants to grow within the company · Great working environment We val ...

  • Sutter Health

    Patient Services Representative Ii, Float

    1 week ago

    Sutter Health San Jose, United States

    **Organization**: · PAMF-Palo Alto Medical Foundation CAD · **Position Overview**: · Serves as the first point of contact for patients entering the medical facility. This job is intended for use by positions employed by an outpatient facility. Greets and checks-in patients, verif ...

  • Profit by RPO

    Customer Service Representative 2

    3 days ago

    Profit by RPO Santa Clara, United States

    **Job Posting Title: CUSTOMER SERVICE REPRESENTATIVE 2Location: 3410 Central Expressway, Santa Clara, CA** · - Supports sales team by developing and maintaining positive customer relations (CRM) with clients/customers, which can substantially affect service and/or product revenue ...

  • El Camino Health

    Patient Service Representative

    1 week ago

    El Camino Health Mountain View, United States

    El Camino Health is committed to hiring, retaining and growing the best and brightest professionals who will carry our mission and vision forward. We are proud of our reputation in the community: One built on compassion, innovation, collaboration and delivering high-quality care. ...

  • PhyNet Dermatology LLC

    Patient Services Representative

    1 week ago

    PhyNet Dermatology LLC Fremont, United States

    **SUMMARY**: · As a Patient Services Representative, you will be responsible for patient registration, scheduling and triaging clinical calls for multiple practices and facilities. · **ESSENTIAL FUNCTIONS**: · To perform this job, an individual must perform each essential functio ...

  • California Rehabilitation & Sports Therapy

    Patient Service Representative

    2 days ago

    California Rehabilitation & Sports Therapy Palo Alto, United States

    As a Patient Service Representative, you'll be an essential part of our team, providing exceptional customer service and administrative support to ensure a smooth and positive experience for our patients. · Essential Job Functions: · Patient Interaction: · - Greet and welcome pat ...

  • WeDriveU

    Customer Service Representative

    3 days ago

    WeDriveU Fremont, United States

    **Company Description**: · The Customer Service Representative (CSR) will report to the Program Manager and Operations Manager and receive guidance or direction from the client's or HQ's Transportation Management Team. The CSR will provide exceptional customer service to our clie ...

  • ATLANTA COMPA INTERNATIONAL LTD

    Customer Service Representative

    1 day ago

    ATLANTA COMPA INTERNATIONAL LTD San Ramon, United States

    **Customer Service Representative** · **Responsibilities**: · - Provide information about products and services · - Resolve customer complaints in a professional manner · - Process orders, returns, and exchanges · - Maintain customer records by updating account information · - Ut ...

  • FYZICAL Therapy and Balance Centers

    Customer Service Representative

    3 days ago

    FYZICAL Therapy and Balance Centers Capitola, United States

    If you have a passion for helping others and enjoy interacting with the general public, FYZICAL, the leading physical therapy company in the country, has a Customer Service Representative opening in Capitola, CA, that is a perfect fit for you · As the first and last person our am ...

  • Grainger

    On-site Service Representative

    1 week ago

    Grainger Burlingame, United States Part time

    **Work Location Type**:Onsite** · As a leading industrial distributor with operations primarily in North America, Japan and the United Kingdom, We Keep The World Working by serving more than 4.5 million customers worldwide with products delivered through innovative technology and ...

  • Lost Worlds Adventures

    Customer Service Representative

    1 week ago

    Lost Worlds Adventures Livermore, United States

    Upscale, face paced Family Entertainment Center is looking for a fun, energetic, outgoing Customer Service Representative/Party Host. · **Job Type**: Part-time · Pay: From $16.00 per hour · Schedule: · - 8 hour shift · Work Location: In person ...

  • VCA Animal Hospitals

    Client Service Representative

    1 week ago

    VCA Animal Hospitals San Jose, United States

    Client Service Representative · We are seeking an experienced Client Service Representative to join our team. · At VCA Animal Hospitals, we take our mission statement - your pet's health is our top priority and excellent service is our goal - very seriously. With every opportunit ...