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Customer Service Representative - P&C Agent

  • Location: Santa Ana, CA
  • Job Type: Right to Hire
  • Ref No: 20-03965
  • Date: September 28, 2020
  • Job title:

Job Description - Customer Service Representative - P&C Agent


Santa Ana, CA

What You’ll Do:

  • Working in a call center environment, handles property & casualty related customer service and/or billing inquiries and problems.
  • Supports the growth of new business.
  • Uses a variety of computerized data entry systems for tracking, information gathering and troubleshooting.
  • Provides customers with plan coverage information, quotes, policy changes, and policy change impacts to premium.
  • Respond to inbound inquiries from potential or current insurance policy holders, national insurance companies and agencies, or national lenders referring business
  • Builds ongoing relationships
  • Quote and bind P&C policies and related products
  • Provide customer service to multiple P&C product queues
  • Adheres to compliance guidelines for the National Flood Insurance Program
  • Maintains working knowledge of new products
  • Meets production and quality control requirements and goals as assigned
  • Communicates professionally with all customers and peers

Skills/Experience You’ll Need:

  • Active P&C Insurance Agent License required
  • 2+ years customer service experience in insurance industry
  • Working knowledge of company operating system(s)
  • Excellent verbal/written communication skills
  • Must be able to maintain professionalism and a positive service attitude at all times; outstanding phone etiquette
  • Strong detail orientation
  • Excellent organizational and time management skills
  • Ability to function within tight deadlines, extended hours
  • Strong customer service skills


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