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Customer Service Representative

2 months ago

Santa Clara, California, United States Staff My Agency Full time

Job Summary

We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative - State Farm Agent Team Member. As a key member of our team, you will be responsible for developing leads, scheduling appointments, and providing exceptional customer service to our clients.

Key Responsibilities

  • Lead Generation and Appointment Scheduling
    • Develop leads and schedule appointments with potential clients to discuss their insurance needs.
  • Customer Service
    • Provide prompt, accurate, and friendly customer service to our clients, including responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
  • Marketing and Sales
    • Work with the agent to establish and meet marketing goals, including developing and implementing sales strategies to meet or exceed sales targets.
  • Customer Relationship Building
    • Establish and maintain strong relationships with our clients, providing them with exceptional service and support to ensure their long-term satisfaction with our agency.

Requirements

  • Education and Experience
    • Prior insurance experience preferred.
  • Skills and Abilities
    • Excellent interpersonal and communication skills, both written and verbal.
    • Ability to work in a team environment and provide exceptional customer service.
    • Organizational skills and ability to multitask.
    • Self-motivated and detail-oriented with a strong work ethic.
  • Licenses and Certifications
    • Property and Casualty License required.

What We Offer

  • Hourly pay, commission, bonus, and benefits.
  • Sick leave, paid vacation, and paid time off.
  • Valuable experience and growth opportunities within our agency.