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Customer Service Representative

2 months ago

Cupertino, California, United States Shana Nelson - State Farm Agent Full time
About the Role

We are seeking a highly motivated and customer-focused individual to join our team as a Customer Relations Representative. As a key member of our team, you will be responsible for establishing and maintaining strong relationships with our customers, identifying their needs, and providing them with tailored solutions to meet their insurance and financial service needs.

Key Responsibilities
  • Customer Relationship Building: Establish and maintain strong relationships with our customers, understanding their needs and preferences.
  • Needs-Based Review Process: Use a customer-focused approach to educate customers about insurance options and provide them with personalized recommendations.
  • Lead Generation and Appointment Scheduling: Develop leads, schedule appointments, and identify customer needs to market appropriate products and services.
What We Offer
  • Competitive Compensation: Earn a salary plus commission/bonus, with opportunities for growth and advancement.
  • Benefits Package: Enjoy a comprehensive benefits package, including health insurance, paid time off, and a 401(k) plan.
  • Professional Development: Receive training and support to help you succeed in your role and advance your career.
Requirements
  • Marketing and Sales Skills: Have a strong interest in marketing products and services based on customer needs.
  • Communication Skills: Possess excellent written, verbal, and listening communication skills.
  • People-Oriented: Be a people-oriented individual with a strong ability to work in a team environment.
  • Problem-Solving Skills: Be proactive in problem-solving and able to learn computer functions.