Defensive Insurance Services · 5 months ago
(Hybrid) Associate Customer Service Representative
Novato, CA
Full-time
Hybrid
New Grad, Entry LevelDefensive Insurance Services is a family-owned and client-focused insurance agency dedicated to providing tailored insurance solutions. They are seeking an Associate Customer Service Representative to assist in maintaining insurance accounts, providing exceptional customer service, and collaborating with agents and clients to ensure client satisfaction.
Insurance
Responsibilities
Assist other Agents and Customer Service Reps in maintaining a portfolio of personal and commercial lines insurance accounts, ensuring outstanding client satisfaction
Answer incoming calls and provide exceptional customer service by addressing client inquiries, resolving issues, and ensuring timely follow-up
Assist other Agents and Customer Service Reps by processing policy changes, endorsements, renewals, and cancellations accurately and efficiently
Assess client needs and provide recommendations to other Agents and Customer Service Reps for appropriate coverage options to protect the client’s assets
Collaborate with insurance carriers to obtain quotes, negotiate terms, and secure competitive coverage options
Identify and inform other Agents and Customer Service Reps about opportunities to cross-sell or up-sell additional insurance products to existing clients
Ensure compliance with industry regulations and company policies
Maintain detailed and organized records in the agency management system
Qualification
Required
Proven experience in insurance, account management, or a related field
Active California Property & Casualty Insurance License is required
Strong interpersonal and communication skills, both written and verbal
Detail-oriented with excellent organizational and time-management abilities
Proficient in insurance agency management systems and common office software (e.g., MS Office)
A proactive and customer-centric approach to problem-solving
Benefits
Competitive salary with the flexibility to work from home some days.
Comprehensive benefits package, including health and 401k with 401k matching.
Uncapped commissions, with paid time off.
Ongoing training and professional development opportunities.
Supportive and inclusive work environment.
Company
Defensive Insurance Services
Defensive Insurance Services specializes in insurance for small businesses, their families, and all construction trades.
Founded in 1965
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Damon Moore
Producer & COO
Company data provided by crunchbase