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Company: B.A. Lazaro Insurance Services
Location: Carmichael
Posted on: June 14, 2022

Job Description:


B.A. Lazaro Insurance Brokerage is fast paced, fun and rewarding. We have an amazing team of dedicated Insurance professionals, and we pride ourselves on our customer service, and Industry Excellence.

Customer Service/Sales Representatives will work to create a positive customer experience by responding to the customer's inquiries regarding the company's products or services. You will communicate with the customers about basic underwriting guidelines, policies, and marketing initiatives to service the customers' accounts. Additionally, you will analyze, clarify, and resolve policy and account-related questions. This position offers not only the opportunity for retention but agency growth through the expansion of a household by means of cross-selling multiple lines of insurance which will expand the business.


• Licensed in Property & Casualty.

• Determine customer requirements and expectations to help the customer identify specific products and solutions

• Solicit, sell, and negotiate new business policies

• Review renewal business and identify appropriate follow-up action based on the degree of change

• Cross-sell/up-sell products to existing customers

• Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken

• Assist with the annual review process by contacting customers and preparing personalized customer coverage recommendations based on customers' needs

• Perform risk analysis and underwriting

• Client/Claims liaison

• Refer unresolved customer grievances or complex customer interactions to senior team member

• Monitor calling activity and production for agency marketers

• Implement/adhere to company and Agency guidelines

• General customer service duties as presented

• Performs other duties and tasks as assigned daily


• Business Results: Able to meet individual performance metrics and goals.

• Multi-tasking: Able to successfully juggle multiple priorities at any given time.

• Attention to Detail: Maintain accurate and descriptive accounts of all customer interactions.

• Communication: Possess outstanding written and verbal communication skills.

• Job Knowledge: Understand basic product, billing, underwriting, and processing guidelines.

•Teamwork: Accept feedback when offered and work well with others.

• Problem solving: Able to research and identify timely solutions to customer-related problems.

• Basic computer skills required.


• Licensed in Property and Casualty preferred.

• Four-year college degree preferred.

• High school diploma or equivalent required.

• Previous customer service experience is highly preferred.

• Ideal candidates will have basic PC skills, basic math skills, strong analytical capability, conflict resolution skills, the ability to multitask, some experience in sales, bilingual (if applicable to the area), and strong verbal and written communication skills. Note: This position may require having the flexibility to work nonstandard hours/shifts and having the ability to adhere to a structured schedule.

Compensation: Hourly plus commissions and bonus

Employment Type: Full-Time/ Part-TimeThis is a remote position.

Keywords: B.A. Lazaro Insurance Services, Carmichael , CUSTOMER SERVICE/SALES REPRESENTATIVE, Hospitality & Tourism , Carmichael, California

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