Contact Manager / Customer Service Representative

Mexico
Customer service, Strong communication skills, Excellent organizational and time-management abilities, Ability to multitask and work efficiently in a fast - paced environment, Proficiency with Microsoft Office and agency management software, Positive attitude, professional appearance, and strong customer-focused mindset, Insurance industry experience , Knowledge of Farmers Insurance products and services , Experience handling inbound and outbound customer calls, Ability to identify sales opportunities while maintaining a service-first approach , Strong problem-solving and conflict-resolution skills

Job Duties:

  • Deliver exceptional customer service to current and prospective clients while supporting the daily operations of a Farmers Insurance agency.
  • Provide outstanding service to clients via phone, email, and text.
  • Respond promptly to customer inquiries regarding policies, billing, claims, and coverage questions.
  • Maintain accurate customer records and update account information in agency management systems.
  • Follow up with clients to ensure satisfaction and resolve concerns efficiently.
  • Manage incoming and outgoing customer communications.
  • Conduct policy review appointments and renewal follow-ups.
  • Reach out to clients regarding coverage gaps, policy updates, and account reviews.
  • Maintain regular contact with existing customers to strengthen relationships and improve retention.
  • Support cross-selling and upselling efforts by identifying additional insurance needs.
  • Generate and qualify leads through outbound calls, referrals, and marketing campaigns.
  • Schedule appointments for agents and producers.
  • Assist with quoting and preparing insurance proposals.
  • Support agency sales goals by promoting Farmers Insurance products and services.
  • Process policy applications, endorsements, and renewals accurately.
  • Maintain organized client files and agency records.
  • Assist with billing inquiries and payment processing.
  • Support agency marketing and customer outreach initiatives.
  • Perform other administrative tasks as assigned.

Education Requirements:

Must have a High School Diploma
Good to have a Bachelor’s Degree
Good to have a Associate’s Degree

Skill Requirements:

Must have 2+ years of experience in Customer service
Must have 2+ years of experience in Strong communication skills
Must have 2+ years of experience in Excellent organizational and time-management abilities
Must have 2+ years of experience in Ability to multitask and work efficiently in a fast - paced environment
Must have 0-1 years of experience in Proficiency with Microsoft Office and agency management software
Must have 2+ years of experience in Positive attitude, professional appearance, and strong customer-focused mindset
Nice to have knowledge in Insurance industry experience
Nice to have knowledge in Knowledge of Farmers Insurance products and services
Must have 2+ years of experience in Experience handling inbound and outbound customer calls
Must have 2+ years of experience in Ability to identify sales opportunities while maintaining a service-first approach
Must have 2+ years of experience in Strong problem-solving and conflict-resolution skills

Refer

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Author Schema / E-E-A-T Info

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