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Customer Service Agent (Woodcreek Insurance Services)

Company: Acrisure
Location: Roseville
Posted on: June 20, 2022

Job Description:

Woodcreek Insurance Services is a full-service independent insurance Agency with access to hundreds of Auto, Home, and Commercial insurance programs. The companies they have access to are built on strength, security, and solutions with superior ratings for their claims paying ability and financial strength. Woodcreek Insurance offers all types of Personal Insurance coverages to their clients in California including Auto Insurance, Homeowners Insurance, Motorcycle Insurance, Boat & Watercraft, and Flood Insurance.

Woodcreek Insurance Services, an Acrisure agency partner, has a current need for a full-time Customer Service Agent. This individual will be responsible for selling, soliciting, servicing, differentiating, and negotiating insurance plans that match the prospect's needs. The goal is to build up strong positive relationships, to ensure growth attainment and increase the firm's reputation.

Essential Duties and Responsibilities:

  • Prospect, quote, and sell new business policies to incoming prospects
  • Cross-sell existing customers to round out accounts
  • Service existing customers ongoing needs
  • Evaluate business or individual customers' needs and financial status and propose protection plans that meet their criteria
  • Maintain bookkeeping systems, database, and records
  • Constantly update job knowledge and learn about new products and services
  • Fulfill all policy requirements

    This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.


    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    Education and Experience:
    • High school diploma or the recognized equivalent, required
    • Must have active California P&C License, or willing to obtain upon hire, required
    • Must be computer proficient and able to work in a paperless environment, required
    • Proven working experience as an insurance agent, preferred
    • Familiarity with all types of Personal and Commercial insurance plans
    • Bilingual (Spanish), required

      Other Qualifications:
      • Strong multi-tasking ability
      • Proven ability to work with goals
      • Demonstrated ability to communicate, present, influence, and sell effectively
      • Experience in delivering client-focused solutions in creating long-lasting relationships

        Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
        • Moderate stress due to regular deadlines and daily challenges
        • High finger dexterity while typing documents and forms
        • Occasionally lift up to 20lbs.

          Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
          • Work is done in a temperature-controlled, non-smoking office
          • Workstations are semi-private office, two monitors and a headset
          • The noise level in the work environment is usually moderate

            Acrisure is committed to employing a diverse workforce. All applicants will be considered for---employment---without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran or disability status.

            To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure's property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure's Human Resources Talent Department.


Keywords: Acrisure, Roseville , Customer Service Agent (Woodcreek Insurance Services), Sales , Roseville, California

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