Contact Manager / Customer Service Representative

• 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.