State Farm Billing and Customer Service Representative

3 days ago


Boca Raton, Florida, United States Bob Wylin - State Farm Agency Full time
Job Summary

We are seeking a highly skilled and detail-oriented individual to join our team as a Customer Retention/Billing Specialist. In this role, you will play a critical part in providing exceptional service to our clients and helping to drive business growth.

About the Role

The estimated salary for this position is $45,000 - $55,000 per year, and includes a range of benefits, including monthly bonuses, paid time off, and opportunities for advancement.

Key Responsibilities
  • Client Support: Greet clients, answer phone calls, respond to emails, and handle client inquiries.
  • Administrative Tasks: Manage schedules, book appointments, and maintain office supplies.
  • Insurance Documentation: Prepare and process insurance forms, manage client files, and ensure all paperwork is accurately completed and filed.
  • Agency Management: Enter client information into the agency management system and update records as necessary.
  • Billing and Collections: Handle billing inquiries, process payments, follow up on overdue accounts.
  • Liaison and Communication: Act as a liaison between clients and agents, ensuring clear and effective communication.
  • Marketing and Promotion: Assist in organizing marketing events, preparing promotional materials, and managing social media accounts.
  • Claims Assistance: Provide preliminary assistance to clients in the claims process, ensuring proper documentation and communication with claims adjusters.
Required Skills and Qualifications
  • Must be able to obtain FL 4-40 Customer Representative License
  • Previous insurance experience preferred (State Farm)
  • Previous administrative or customer service experience, preferably in an insurance or financial services setting.
  • Proficiency in Microsoft Office Suite and familiarity with agency management software.
  • Excellent verbal and written communication skills.
  • Strong organizational skills with the ability to multitask and prioritize tasks effectively.
  • Friendly and professional demeanor with a strong focus on customer satisfaction.
  • High level of accuracy in data entry and document preparation.
  • Ability to work independently, handle client issues, and find effective resolutions.


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