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Client Engagement Specialist

2 months ago

Santa Ana, California, United States Alex Mora - State Farm Agent Full time
ROLE DESCRIPTION:
Alex Mora - State Farm Agent is in search of a detail-oriented and proactive individual to handle administrative responsibilities and assist insurance agents in maintaining and attracting clients. As a Client Engagement Specialist with our agency, your meticulousness, commitment to customer relations, and sales orientation prepare you for this dynamic role. Your contributions as a driven professional who excels in a fast-paced setting will create opportunities for career advancement and increased earnings.

We are eager to integrate your enthusiasm and marketing insights into our team as we strive for collective success.

RESPONSIBILITIES:
  • Build and nurture customer relationships, ensuring timely follow-ups as necessary.
  • Deliver prompt, precise, and courteous customer service. This includes addressing inquiries about insurance options, eligibility, coverage details, policy modifications, claims, and billing inquiries.
  • Implement a customer-centric, needs-based assessment to inform clients about available insurance solutions.
  • Utilize exceptional communication skills to effectively address customer needs while fostering business growth.
QUALIFICATIONS:
  • Bilingual - Spanish required
  • Strong dedication to customer service
  • Preferred experience in sales (whether in outside sales, inside sales, retail, or telemarketing)
  • Ability to obtain Property and Casualty License
  • Ability to secure a Life/Health License
  • Capable of meeting mutually established marketing objectives
  • Interest in promoting products and services tailored to customer requirements
BENEFITS:
  • 401(k) matching
  • Base salary plus commission/bonus structure
  • Paid time off (including vacation and personal/sick days)
  • Health insurance benefits
  • Profit-sharing opportunities
  • Potential for growth and advancement within the office