Insurance Customer Liaison

4 days ago


Boca Raton, Florida, United States Bob Wylin - State Farm Agency Full time
Job Overview
At Bob Wylin - State Farm Agency, we're seeking a highly organized and detail-oriented Customer Retention/Billing Specialist to join our team. As a key member of our agency, you'll play a vital role in providing exceptional customer service, ensuring seamless communication, and contributing to the success of our clients.

Key Responsibilities:
  • Greet clients, respond to inquiries, and manage client interactions.
  • Manage schedules, book appointments, and maintain office supplies.
  • Prepare and process insurance forms, manage client files, and ensure accurate documentation.
  • Enter client information into our agency management system and update records as necessary.
  • Handle billing inquiries, process payments, and follow up on overdue accounts.
  • Act as a liaison between clients and agents, ensuring clear and effective communication.
  • Assist in organizing marketing events, preparing promotional materials, and managing social media presence.
  • Provide preliminary assistance to clients in the claims process, ensuring proper documentation and communication with claims adjusters.

Benefits:
  • Monthly bonuses based on performance
  • Opportunity for advancement
  • Paid time off
  • Health insurance
  • Retirement plan
  • Training and development

Qualifications:
  • Must be able to obtain FL 4-40 Customer Representative License
  • Previous insurance experience preferred (State Farm)
  • Previous administrative or customer service experience, preferably in an insurance or financial services setting.
  • Proficiency in Microsoft Office Suite and familiarity with agency management software.
  • Excellent verbal and written communication skills.
  • Strong organizational skills with the ability to multitask and prioritize tasks effectively.
  • Friendly and professional demeanor with a strong focus on customer satisfaction.
  • High level of accuracy in data entry and document preparation.
  • Ability to work independently, handle client issues, and find effective resolutions.

We offer a competitive salary range of $45,000 - $60,000 per year, depending on experience.

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