Customer Service Representative at Zaragoza Insurance Agency
Job Description
Job Description
At Zaragoza Agency, Inc., a Farmers Insurance agency with over 28 years of experience, were passionate about helping our clients protect what matters most. We pride ourselves on professionalism, personal service, and strong relationships both with our customers and our team.
We're looking for a Customer Service Representative (CSR) who is dependable, detail-oriented, and genuinely enjoys helping people. This individual will play a key role in supporting the Customer Service & Sales Representative (CSSR), Producers, and the Agency in all areas of client service and retention.
Position Overview
The CSR will assist with day-to-day service needs, including policy inquiries, billing, claims, and documentation. This role is ideal for someone whos organized, enjoys problem-solving, and loves connecting with clients to provide outstanding service.
You'll help keep our clients happy and our agency running smoothly while having the opportunity to grow into a licensed role within the Farmers network.
Benefits
Annual Base Salary + Commission + Bonus Opportunities
Paid Time Off (PTO)
Flexible Schedule
Dental Insurance
Vision Insurance
Life Insurance
Hands on Training
Career Growth Opportunities
Mon-Fri Schedule
Work Life Balance
Paid Holidays
Competitive Comp Structure
Responsibilities
Provide excellent customer service through phone, email, and in-person interactions.
Handle policy inquiries, process changes, and assist with documentation.
Assist with billing questions and claims support to ensure a smooth customer experience.
Support the CSSR and Producers by preparing quotes, sending documents, and following up with clients.
Help with retention efforts by maintaining positive client relationships and following up on renewals.
Update client records and manage data in CRM systems accurately.
Contribute to a professional, positive, and team-oriented office environment.
Requirements
Passion for helping people and providing great customer service.
Strong communication and interpersonal skills.
Fast learner with a positive, adaptable mindset.
Tech-savvy comfortable using CRM systems, email, and Microsoft Office tools.
Detail-oriented and organized with the ability to multitask.
Prior customer service or administrative experience preferred (insurance experience a plus).
Property & Casualty License preferred, or willingness to obtain within 90 days.
Bi-lingual (Spanish) plus..
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