Job Details

Customer Service Representative

Support sales goals of Farmers as communicated from the Agent to meet short and long-term goals for agency growth. This will include, but is not limited to; new business, cross-selling opportunities, customer service retention, and profit goals.

Responsibilities regularly performed:

• Answering phone in a courteous manner
• Aids in preparing annual review appointments
• Cross-selling products through pivoting
• Continual follow up on X dates (renewal dates) to set new prospect appointments
• Utilizing APEX system continually to update policy and database information
• Prepare thank you/welcome mailers for new households
• Review cancellations and renewals on a weekly basis
• Maintaining files on all new business accounts

Skills and Qualifications:

Professional demeanor (in person and over the phone) Customer service skills Excellent verbal and written skills Great time management and prioritizing skills Must be dependable and take initiative Reliability Self-Driven Intermediate computer skills Social media savvy a PLUS