Insurance Customer Service Representative

18 hours ago


San Marcos, California, United States Trifunovic Insurance and Financial Services - State Farm Agent Full time
Job Overview

We are seeking a highly organized and detail-oriented individual to join our team as a Receptionist - State Farm Agent Team Member.

Key Responsibilities:
  • Greet clients warmly in person and over the phone, directing them to the appropriate team members.
  • Manage appointment scheduling and office communications.
  • Assist in handling incoming inquiries and maintaining customer records.
  • Engage in sales conversations with prospective and existing clients, identifying opportunities to offer insurance solutions.
  • Provide excellent customer service and follow up on client needs.
  • Support the team with various administrative tasks and projects.
Compensation:

The estimated salary for this position is $45,000 per year, based on industry standards and location.

Requirements:
  • Previous experience in a receptionist or customer service role.
  • Excellent communication and interpersonal skills.
  • Strong organizational and multitasking abilities.
  • Comfortable with engaging in sales conversations.
  • Basic computer skills, including Microsoft Office and CRM systems.
Benefits:
  • Simple IRA.
  • Bonus based on performance.
  • Competitive salary.
  • Opportunity for advancement.
  • Paid time off.
  • Training & development.


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