Financial Services Representative

1 day ago


Glendale Heights, Illinois, United States Esha Patel - State Farm Agent Full time
ROLE SUMMARY

As a Financial Services Assistant with Esha Patel - State Farm Agent, you will be responsible for delivering exceptional customer experiences that drive the growth of our successful insurance agency. Your attention to detail, customer service skills, and passion for helping others make you an ideal fit. You will have the opportunity to enhance your career while resolving customer inquiries, collaborating with other agency team members, and anticipating the needs of our community members.

KEY RESPONSIBILITIES
  • Establish and maintain strong customer relationships, following up with customers as needed.
  • Provide prompt, accurate, and friendly customer service, addressing inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
  • Utilize a customer-focused, needs-based review process to educate customers about insurance options.
  • Employ exemplary communication to efficiently meet customer needs while promoting business development.
QUALIFICATIONS
  • Dedicated to delivering exceptional customer service.
  • Able to effectively relate to customers, answer their questions, and anticipate their needs.
  • Excellent communication skills to assist customers and collaborate with other agency team members.
  • Proactive in problem-solving.
BENEFITS
  • Hourly pay plus commission/bonus.
  • Growth potential and opportunities for advancement within our office.
  • Paid time off (vacation and personal/sick days).
  • Valuable career-building experience.


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