Customer Service Representative - State Farm Agent Team Member

Benefits:

• Competitive salary
• Opportunity for advancement
• Paid time off

ROLE DESCRIPTION:
Rancho Santa Margarita insurance agency dedicated to providing exceptional service to our customers. We are currently seeking a dynamic individual to join our team as a receptionist

Our ideal candidate is highly organized, detail-oriented, and committed to contributing to a positive and productive workplace. If you thrive in a supportive role and are eager to learn and grow within the insurance industry, we invite you to apply and become a valued member of our team.

RESPONSIBILITIES:

• Handle clerical activities such as:
  • File paperwork.
  • Answer the telephone.
  • Handle incoming and outgoing mail.
• Update policyholder’s contact information such as phone number and email address, but not home address or other information that could change their rates or coverages.
• Print and fax proof of insurance or send proof of insurance to the customer.
• Call insured to ask for proof of grades for the good student discount, but not enter into the system.
• Confirm, but not enter VIN numbers with an insured when there is a mismatch or confirm if vehicle is registered in the state.
• Confirm, but not enter odometer readings with an insured/follow up on Drive Safe & Save reminders™ when a policyholder is late reporting their mileage
• Produce and send form letters for cancellations due to non-payment situations.
• Verify with the insured that the cancellation date will occur on the date requested by the insured, but not enter into the system.
• Confirm that the driver’s license is expiring/if lost, obtain new driver’s license number, but not enter into the system.
• Produce and send form letter for claims where basic information such as name needs to be completed/filled in.
• Follow up with insured when the SFPP Recurring Monthly Agreement form hasn’t been received.
• Answer basic billing questions such as amount due and due date.
• Respond to requests for evidence of insurance from a lender, escrow company or mortgage company.
• Call policyholder to confirm changes regarding mortgage company or lienholder changes.
• Help policyholder register on statefarm.com® (to review documents themselves).
• Follow up with policyholder on letters sent to confirm home alert documentation, but not enter into the system.

QUALIFICATIONS:

• Previous experience in a receptionist or customer service role.
• Communication and interpersonal skills.
• Organizational and multitasking abilities.
• Comfortable with engaging in sales conversations.
• Basic computer skills, including Microsoft Office and CRM systems.