Customer Service Representative
Pay: $37,440.00 - $52,000.00 per year
Job Type: Full-time
Schedule: Monday-Friday, 9:00 AM - 6:00 PM Pacific Time
Work Location: In person
Join Our Team!
We never dream about success. We work for it!
Alliance West Insurance is looking for a motivated, friendly, and customer-focused Customer Service Representative to join our growing team.
We believe our employees are our greatest asset and encourage them to grow, take on new challenges, and build rewarding careers. We strive to create a work environment that is challenging, supportive, and provides opportunities to learn different aspects of our business.
If you're looking for an opportunity to contribute ideas, work both independently and as part of a team, sharpen your existing skills, and learn new ones, we'd love to meet you.
Our agency provides insurance services and operates an authorized Fieldprint location, allowing us to assist clients with both their insurance and identity management needs. This position is primarily focused on customer service and client support, with electronic fingerprinting making up approximately 10% of the role. No previous fingerprinting experience is required we will provide the training needed for this portion of the position.
Bilingual (English/Spanish) skills are a plus and highly valued but are not required, as many of our clients communicate in Spanish.
ResponsibilitiesCustomer Service
- Manage a high volume of incoming phone calls.
- Answer incoming phone calls promptly and professionally.
- Welcome and assist customers in person, over the phone, and by email.
- Identify and assess customers' needs to achieve exceptional customer satisfaction.
- Build lasting relationships with customers through professional, friendly, and interactive communication.
- Provide accurate, complete, and timely information using the appropriate tools and resources.
- Maintain accurate records of customer interactions and service requests.
- Follow company communication procedures, policies, and guidelines.
Client Account Support
- Process customer policy changes and service requests.
- Complete daily service alerts and other administrative tasks.
- Maintain accurate customer records using the agency's management systems and CRM.
- Coordinate with insurance carriers and internal team members as needed.
- Ensure all documentation is accurate and completed in a timely manner.
Sales Support
- Identify opportunities to cross-sell products and services to existing customers.
- Schedule appointments for licensed sales staff.
- Ask satisfied customers for referrals and explain our referral program.
- Support the agency's continued growth by delivering an outstanding customer experience.
Fieldprint Services
- Assist customers with electronic fingerprinting appointments using the Fieldprint system.
- Verify customer identification and ensure all required documentation is complete.
- Process fingerprint submissions accurately while maintaining strict confidentiality.
- Training for Fieldprint services will be provided.
QualificationsRequired
- High school diploma or equivalent.
- Minimum one year of customer service or client service experience.
- Excellent verbal, written, and interpersonal communication skills.
- Professional phone etiquette and active listening skills.
- Strong computer, typing, and data entry skills.
- Ability to multitask, prioritize, and manage time effectively.
- Strong attention to detail and organizational skills.
- Ability to work independently while collaborating effectively as part of a team.
- Ability to work the scheduled hours of Monday through Friday, 9:00 AM to 6:00 PM Pacific Time.
- Professional appearance, positive attitude, and dependable attendance.
Preferred
- Bilingual (English/Spanish) skills are a plus and highly valued.
- Experience in insurance, banking, healthcare, financial services, or another customer-focused industry.
- Experience working with CRM or agency management systems.
- Ability to quickly learn new software and technology.
- Initiative, creativity, and a willingness to contribute ideas that improve processes and enhance the customer experience.
Benefits
- Competitive salary
- 401(k)
- Dental insurance
- Vision insurance
- Paid time off (PTO)
- Paid holidays
- Paid, job-related training provided as determined by management and business needs.
- Professional development and career growth opportunities.
- Supportive and collaborative team environment.
Why Join Alliance West Insurance?
At Alliance West Insurance, we believe our employees are our greatest asset. We invest in our team by providing opportunities to learn, grow, and contribute in meaningful ways.
As a member of our team, you'll gain experience in multiple areas of the business—not just customer service. You'll work directly with clients, insurance carriers, and industry-leading technology while building valuable skills that can support long-term career growth.
If you're looking for a career where your work makes a difference and your contributions are valued, we'd love to hear from you.
Pay: $37,440.00 - $52,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Paid time off
- Professional development assistance
- Vision insurance
Education:
- High school or equivalent (Required)
Work Location: In person
