ROLE DESCRIPTION :

As a Customer Service Representative - State Farm Agent Team Member with Cindy Cabanas, you will generate the kind of exceptional client experiences that reinforce the growth of a successful insurance agency.

Your attention to detail, customer service skills, and desire to help people make you an ideal fit. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support.

We look forward to connecting with you if you are the ideal customer-focused and empathetic team member we are searching for.

We anticipate internal growth opportunities for especially driven and sales-minded candidates.

RESPONSIBILITIES :

• Establish customer relationships and follow up with customers as needed.
• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions and billing clarification.
• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Use exemplary communication to efficiently meet the needs of customers while promoting the development of our business.

QUALIFICATIONS :

• Dedicated to customer service
• Able to effectively relate to a customer, answer their questions, and anticipate their needs.
• Excellent communication skills to assist customers and coordinate with other agency team members
• Proactive in problem-solving
• Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
• Successful track record of meeting sales goals / quotas preferred
• Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
• Self-motivated
• Detail oriented
• Bilingual Spanish speaker
• Property and Casualty license (must be able to obtain)
• Life and Health license (must be able to obtain)

BENEFITS :

• Hourly pay plus commission / bonus
• Simple IRA
• Growth potential / Opportunity for advancement within my office
• Paid time off (vacation and personal / sick days)
• Valuable career-building experience

Last updated : 2024-05-21