INSURANCE CSR at Harding Insurance Agency in San Marcos, California

Posted in Other 2 days ago.

Type: full-time





Job Description:

POSITION: Customer Service Representative Office Support Clerk

START DATE: Looking to hire immediately

QUALIFICATIONS:
• Bilingual: Spanish
• Typing 40 wpm
• Advanced organization skills "A MUST" (you will handle various items through the day)
• Basic PC skill
• Basic math skills
• Con?ict resolution skills
• Strong verbal and written communication skills
• Excellent computer and phone skills
• Excellent Time Management **A MUST
• Handle daily activity with ease - The position can get stressful
• Meet the company's performance and attendance expectations
• High School or GED
• Clerical o?ce experience 1 year
• ?

RESPONSIBILITIES:
• Answer Phones
• Process Payments
• Process Quotes and Binds (prepared by Commercial Lines Agents)
• Respond promptly to requests in person, over the phone, and/or in writing
• Set up client ?les
• Data entry
• File information/documents
• Record notes of daily interactions with insureds in client ?le
• Support and service a wide range of personal lines and commercial accounts
• Certi?cates and Evidence of Insurance
• Communicating with the insured on Audits and follow-up
• Support Sta? with calls/emails/ other duties as assigned or required

WHAT WE ARE LOOKING FOR IN A CANDIDATE:

Harding Insurance Agency is a Family-oriented and positive working environment, we are looking for a like-minded person who is POSITIVE and encouraging personality who can take direction with ease. If this sounds like you we would like to hear from you.

BENEFITS:

Medical

Dental

Life Insurance

Sick pay

Vacation pay

Holiday Pay

SCHEDULE:

Monday - Friday 8:30 am - 5 pm

WHO WE ARE:

We are a family-owned business providing insurance services for over 30 years.

we specialize in offering a wide range of insurance products to meet the needs of our clients such as; home, auto, property, commercial, not-for-profit, or contractor insurance, we have you covered.

Our employees are dedicated to providing excellent customer service, which we take great pride in. We are committed to ensuring that our clients have a positive experience with us every step of the way.
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