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Customer Service Representative
1 month ago
We are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Jason Marquardt - State Farm Agent. As a key member of our team, you will be responsible for providing exceptional service and support to our clients, addressing their inquiries, and ensuring a seamless customer experience.
Key Responsibilities:- Provide timely and professional responses to customer inquiries via phone, email, and in-person.
- Assist clients with policy changes and questions, ensuring accurate information regarding insurance policies, coverage options, and claims processes.
- Investigate and resolve customer complaints and issues efficiently, liaising with internal departments as needed.
- Maintain accurate and up-to-date customer records in our agency's database.
- Prepare and process necessary documentation for policy changes and claims.
- Assist the sales team by providing information and support during the sales process, identifying cross-selling opportunities, and referring potential clients to the sales team.
- High school diploma or equivalent.
- Previous customer service experience, preferably in the insurance industry.
- Strong communication and interpersonal skills.
- Ability to work in a small team environment.
- Must hold or be able to complete property & casualty insurance licensing within 60 days.
We are a locally owned insurance agency focused on growing our business and working with passion to help our clients. Our team is dedicated to providing exceptional service and support, and we offer a competitive hourly pay plus monthly commission and quarterly bonus opportunities. We also provide insurance licensing expense reimbursement and future growth opportunities, especially for sales-minded individuals.
Our agency is located in Menomonee Falls, WI, and we help customers with their insurance and financial services needs, including auto insurance, home insurance, life insurance, and retirement planning. As a State Farm agent's employee, you will be responsible for and make all employment decisions regarding your employees, as agents are independent contractors who hire their own employees.