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Office Representative
3 months ago
- Simple IRA
- Paid time off
- Training & development
We are seeking a highly organized and customer-focused individual to join our team as an Office Representative at Kevin Parks State Farm. As an Office Representative, you will play a crucial role in providing exceptional service to our clients and assisting them with their insurance needs. This position requires excellent communication skills, attention to detail, and the ability to thrive in a fast-paced environment.
Responsibilities:
- Establish customer relationships and follow up with customers, as needed.
- Serve as the first point of contact for clients, providing friendly and professional assistance in person, over the phone, and via email.
- Assist clients with policy inquiries, claims processing, and policy changes, ensuring accuracy and efficiency.
- Conduct needs assessments to identify appropriate insurance coverage for clients and provide them with personalized recommendations.
- Collaborate with the team to process insurance applications and policy renewals, ensuring accuracy and adherence to company guidelines.
- Maintain and update client records, ensuring confidentiality and data accuracy.
- Assist clients with billing inquiries, payment processing, and resolve any issues or discrepancies.
- Provide exceptional customer service by actively listening to clients' concerns and resolving them in a timely manner.
- Stay updated on product knowledge and industry trends to effectively educate clients on insurance options and benefits.
- Collaborate with State Farm Associates to facilitate policy changes, endorsements, and cancellations.
- High school diploma or equivalent; additional education or certifications in insurance or related fields is a plus.
- Knowledge of insurance products and services is a plus, but not required.
- Property and Casualty license (must be able to obtain), Already licensed is a plus
- Life and Health license (must be able to obtain), Already licensed is a plus
- Prior experience in customer service or office administration is preferred.
- Excellent communication skills written, verbal, and listening
- Experience in sales (outside sales or inside sales representative, retail sales associate, or telemarketing) is a plus.
- Experience managing client relationships is preferred
- Strong attention to detail and organizational skills.
- Ability to multitask and prioritize tasks effectively in a fast-paced environment.
- Strong problem-solving skills and ability to handle difficult situations with empathy and professionalism.
- Spanish Speaking is a plus