Client Services Representative

Mechanics Bank • Walnut Creek, CA

9d • $20 - $34 • Onsite

About The Position

Mechanics Bank is currently searching for a Client Services Representative to join our team reporting up to our Spokane Insurance Agency. Responsible for daily servicing of clients, review of client’s current policy renewals and remarketed as needed. Work current client base to reach out to clients that currently have mono-line business with agency to cross-sell other lines of business.

Requirements

• High School or GED required.
• 2 years minimum personal lines experience at agency or insurance company.
• Licensed in Washington state for property and casualty insurance required.
• Familiar with agency markets and preferences for appropriate market selections for accounts.
• Strong written and verbal communication skills with a customer service orientation.
• Ability to handle confidential information with the highest level of discretion.
• Possess excellent organization, detail orientation, and judgment skills.
• Able to learn quickly, be accurate in completing responsibilities with strong attention to detail and documentation.
• Highly professional in all standards, skills and manner in dealing with clients, insurance agents and others.
• Pleasant and courteous with strong business etiquette and adherence to dress code standard.
• Work cooperatively by maintaining positively strong effective communication and working relationships with co-works and manager.
• Willingness to assume additional responsibility/duties and or projects as they arise.
• Ability to accept and facilitate change, whether indicated by corporate needs, market or regulatory requirements.
• Dependable and self-starter who has the ability to work without constant/on-hands supervision.
• Regular and punctual attendance is required.

Nice To Haves

• 2 Year / Associate Degree preferred.
• College and/or insurance classes/certification preferred.
• Additional experience may be considered in lieu of degree.

Responsibilities

• Service and cross-sell insurance product to new and existing customers.
• Process quotes, renewals, endorsements, policy changes, cancellations and any other miscellaneous information received from clients and carriers.
• Use probing questions to determine insurance needs and then sell appropriate products.
• Handle incoming customer phone calls, faxes and emails and special requests.
• Make servicing and sales telephone calls with current and new customers.
• Determine sales strategies and tactics to increase customer base and cross sell additional products.
• Maintain accurate customer records by updating policy information as needed in agency management database.
• Be familiar with on-line company manuals, rating programs and any coverage changes.
• Adhere to all systems, procedures and insurance regulations.

Benefits

• Medical, prescription, dental, and vision coverage for employees and their eligible family members
• Employer paid Employee Assistance Program, Life Insurance, AD&D, and Disability benefits
• Health Savings Account with employer contribution
• Healthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking Benefit
• 401(k) and Roth 401(k) with company contribution
• 529 Education Savings plan, Tuition Reimbursement Program and Student Loan Assistance Program
• Supplemental Health plans, Voluntary Legal and Identity Theft Services
• 11 paid holidays, paid Sick days (accrual of one hour for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year
• Free personal checking and savings account; Discounted rates on primary residence loan with $0 origination fees (restrictions apply)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED