Financial Services Representative

2 months ago


Glendale Heights, Illinois, United States Esha Patel - State Farm Agent Full time
About the Role

We are seeking a highly motivated and customer-focused individual to join our team as a Financial Services Assistant. As a key member of our State Farm Agent team, you will play a vital role in delivering exceptional client experiences and contributing to the growth and success of our insurance agency.

Key Responsibilities
  • Customer Relationship Building: Establish and maintain strong relationships with customers, providing personalized support and follow-up as needed.
  • Customer Service: Offer prompt, accurate, and friendly customer service, addressing inquiries and concerns related to insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
  • Insurance Education: Utilize a customer-focused, needs-based review process to educate customers about insurance options, promoting informed decision-making and driving business growth.
  • Communication and Collaboration: Employ exemplary communication skills to efficiently meet customer needs, while also coordinating with other agency team members to ensure seamless service delivery.
Requirements
  • Customer Service Focus: Demonstrated commitment to delivering exceptional customer service and building strong relationships.
  • Effective Communication: Excellent communication skills to interact with customers, answer questions, and anticipate their needs.
  • Problem-Solving: Proactive approach to problem-solving, ensuring timely and effective resolution of customer concerns.
Benefits
  • Competitive Compensation: Hourly pay plus commission/bonus structure.
  • Career Growth Opportunities: Potential for advancement within the agency, with opportunities for professional development and growth.
  • Benefits Package: Paid time off (vacation and personal/sick days), as well as valuable career-building experience.


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