State Farm Office Service and Sales Specialist

4 weeks ago

San Clemente, California, United States Brynn Dorough - State Farm Agent Full time
Job Summary

We are seeking a highly motivated and customer-focused individual to join our team as a State Farm Office Service and Sales Specialist. In this role, you will be responsible for providing exceptional customer service, identifying customer needs, and effectively marketing our insurance products and services.

Key Responsibilities
  • Schedule appointments with potential customers to assess their insurance needs and recommend appropriate products and services.
  • Establish and maintain strong customer relationships by providing prompt, accurate, and friendly customer service.
  • Respond to customer inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
  • Work closely with the agent to establish and meet marketing goals, including generating sales leads and expanding the customer base.
  • Follow up with customers to ensure satisfaction and address any concerns or issues.
  • Stay up-to-date with industry trends, products, and services to effectively market and communicate with customers.
  • Utilize a variety of computer applications, particularly Windows, to perform daily tasks and maintain accurate customer records.
  • Work collaboratively with team members in a fast-paced and dynamic environment.
  • Demonstrate a strong dedication to customer service and pride in delivering accurate and timely work.
  • Effectively relate to clients and build trust-based relationships.
Requirements
  • Must have an applicable license or must be willing to obtain applicable licensing requirements.
  • Strong interest in marketing products and services based on customer needs.
  • Excellent communication skills, both written and verbal, with the ability to actively listen to customer concerns.
  • Excellent interpersonal skills, with the ability to build rapport and maintain positive relationships with customers.
  • Highly organized and detail-oriented, with the ability to multitask and prioritize tasks.
  • Self-motivated and able to work independently, as well as in a team environment.
  • Experience in a variety of computer applications, particularly Windows.
  • Dedication to providing exceptional customer service.
  • Ability to effectively relate to clients and understand their insurance needs.
About Our Agency
  • Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
  • We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Business Insurance, Health Insurance, and Renters Insurance.
  • Our office is located in Mission Viejo.
  • Our office is open M-F, 9-5.
  • We have 12 years of combined insurance experience in our office.

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