Client Services Specialist

2 months ago


Lake Charles, Louisiana, United States Curt Beckham - State Farm Agent Full time
Job DescriptionBenefits:
  • Career advancement opportunities
  • Paid time off
  • Training and development programs

Front Office Customer Service Specialist - Agent Team Member


Position Overview


As a Team Member for the Curt Beckham Agency, you will contribute to our growth by engaging in value-driven conversations and delivering exceptional customer experiences to both existing and potential clients.

Key Responsibilities


- Build and maintain client relationships, ensuring timely follow-ups with customers as necessary.
- Deliver prompt, accurate, and friendly customer service, addressing billing inquiries and general account questions.
- Manage incoming mail, email communications, and office activity reminders, while effectively routing calls and customer traffic.
- Uphold a strong work ethic with a focus on success and customer satisfaction on a daily basis.
- Assist clients in filing claims and ensure follow-up for satisfaction.
- Process daily transactions and manage bank deposits.
- Identify opportunities to promote State Farm products during daily interactions and refer to the sales team as appropriate.
- Keep the office informed of current promotions, rate boards, and relevant literature.
- Perform data entry and tracking, generating reports in collaboration with the agent.
- Work with the agent to achieve customer retention goals and minimize lapse/cancellation ratios through innovative strategies.
- Provide support to sales staff for application processing.
- Schedule customer appointments for the agent/sales team.

Qualifications


- Strong interpersonal skills
- Excellent written, verbal, and listening communication skills
- People-oriented with strong organizational abilities
- Self-motivated and detail-oriented
- Proactive problem-solving capabilities
- Committed to delivering outstanding customer service
- Proficient in computer functions and technology
- Accurate and timely in completing tasks
- Ability to work effectively in a team environment as well as independently
- Capable of managing multiple tasks simultaneously
- P&C Insurance license (ability to obtain in a timely manner)

Experience and Knowledge


- Previous customer service experience
- High School diploma or equivalent
- Familiarity with technology

Employment Terms:


- Hourly pay plus monthly bonuses
- Paid time off (including holidays, vacation, and personal/sick days)
- Opportunities for advancement to a sales team member role based on performance


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