Customer Service Representative

RICHARD TAY INSURANCE AND FINANCIAL

Customer Service Representative

Irvine, CA
Full Time
Paid
  • Responsibilities

    Benefits/Perks

    Competitive Pay

    Professional Development

    Job Stability in a growing industry

    Job Description We are seeking a professional and personable Customer Service Representative to join our team. In this role, you will be responsible for ensuring that each customer has a positive experience when reaching out to our agency. You will respond promptly to inquiries, maintain accurate records, and generally provide excellent customer service. The ideal candidate is detail-oriented, friendly, and familiar with insurance products.

    Responsibilities

    Answer customer questions via phone, email, and in-person

    Assist clients with new quotes, updating policies, payments, and other services

    Schedule appointments and maintain calendar

    Maintain detailed records of client interactions

    Review audits and/or policies

    Collaborate with colleagues to provide comprehensive customer service

    Qualifications

    Knowledge of insurance products

    High school diploma/GED required, Bachelor’s degree preferred

    Excellent customer service skills

    Highly organized with strong time management skills

    Familiarity with Microsoft Office and other software applications