Client Engagement Specialist

1 week 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 manage administrative responsibilities and assist insurance agents in attracting and retaining clients. As a Customer Relations Representative - State Farm Agent Team Member, your meticulous nature, commitment to client satisfaction, and sales-oriented mindset will prepare you for this dynamic role. Your efforts as a driven professional who excels in a fast-paced setting will open doors 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 maintain customer relationships, ensuring timely follow-ups.
  • Deliver prompt, precise, and courteous customer service, addressing inquiries related to insurance options, eligibility, coverage details, policy modifications, claims, and billing inquiries.
  • Implement a customer-centric, needs-based review process to inform clients about available insurance products.
  • 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
  • Capability to meet mutually established marketing objectives
  • Interest in promoting products and services based on client 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


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