Financial Services Representative
5 days ago
We are Jeremy Savageau - State Farm Agent, a leading provider of insurance and financial services in [location]. Our agency is dedicated to delivering exceptional customer experiences and helping our clients achieve their financial goals.
Job Overview:
- We are seeking a highly skilled and motivated Customer Service Representative to join our team.
- The successful candidate will be responsible for building strong relationships with existing customers, providing exceptional customer service, and contributing to the growth and success of our agency.
Key Responsibilities:
- Establish and maintain strong relationships with existing customers through timely follow-ups and personalized communication.
- Provide prompt, accurate, and friendly service to respond to customer inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
- Utilize a customer-focused review process to educate clients about insurance options and provide tailored solutions to meet their needs.
Benefits:
- A competitive salary plus commission/bonus structure that rewards top performers.
- Paid time off (vacation and personal/sick days) to ensure work-life balance.
- A Simple IRA plan to help you save for your future.
- Valuable experience and growth opportunities within our agency.
Requirements:
- Excellent communication skills - written, verbal, and listening.
- Self-motivation and a proactive approach to problem-solving.
- Detailed-oriented and dedicated to providing exceptional customer service.
- Ability to work effectively in a team environment and build strong relationships with colleagues.
- A Property and Casualty license (must be able to obtain) and a Life and Health license (must be able to obtain).
Our ideal candidate is a motivated and ambitious individual who thrives in a fast-paced environment. If you have excellent communication skills, a strong work ethic, and a passion for delivering exceptional customer experiences, we encourage you to apply.
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