Customer Retention/Billing Associate

7 days ago

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

We are seeking a detail-oriented individual to join our team as a Customer Retention/Billing Specialist. This role is ideal for someone who thrives in a supportive environment and is eager to learn and grow within the insurance industry.

About the Role

This position offers an estimated salary of $45,000 - $55,000 per year, depending on experience, and includes benefits such as monthly bonuses, paid time off, health insurance, retirement plan, training & development, and opportunity for advancement.

Key Responsibilities
  • Greet clients, answer phone calls, respond to emails, and handle client inquiries.
  • Manage schedules, book appointments, and maintain office supplies.
  • Prepare and process insurance forms, manage client files, and ensure all paperwork is accurately completed and filed.
  • Enter client information into the agency management system and update records as necessary.
  • Handle billing inquiries, process payments, follow up on overdue accounts.
  • Act as a liaison between clients and agents, ensuring clear and effective communication.
  • Assist in organizing marketing events, preparing promotional materials, and managing social media accounts.
  • 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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