Customer Service Representative
1 week ago
Responsive recruiter
Benefits:
- Bonus based on performance
- Competitive salary
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
Position Overview: We are looking for a motivated and licensed Customer Service Team Member to join our thriving insurance agency. This role combines customer service with sales responsibilities, requiring a strong commitment to client satisfaction while achieving sales goals. The ideal candidate will have excellent communication skills, a passion for helping others, and the ability to effectively promote and sell insurance products.
Key Responsibilities:
- Client Interaction:
- Serve as the primary point of contact for clients via phone, email, and in-person inquiries.
- Provide accurate and detailed information regarding insurance products, services, and claims processes.
- Address client concerns and resolve issues promptly and professionally.
- Sales Responsibilities:
- Meet or exceed established sales goals by identifying client needs and recommending appropriate insurance solutions.
- Actively promote and cross-sell insurance products to both new and existing clients.
- Develop and maintain relationships with clients to encourage repeat business and referrals.
- Policy Management:
- Assist clients with policy inquiries, including coverage details, policy changes, and renewals.
- Support clients in understanding their insurance options and help them make informed decisions.
- Claims Support:
- Guide clients through the claims process, ensuring they understand the necessary steps.
- Collect required documentation and information for claims submissions and follow up to ensure timely resolution.
- Administrative Duties:
- Maintain accurate records of client interactions, sales activities, and transactions in the agency's database.
- Prepare and send out policy documents, renewal notices, and other correspondence.
- Assist in onboarding new clients and ensure a smooth transition into our services.
- Team Collaboration:
- Work collaboratively with team members to provide comprehensive customer service.
- Participate in team meetings and training sessions to enhance product knowledge and sales techniques.
- Continuous Improvement:
- Gather client feedback to identify areas for improvement in service delivery and sales strategies.
- Stay informed about industry trends, product offerings, and regulatory changes affecting insurance services.
Qualifications:
- Must hold a valid insurance license in the relevant state(s).
- Previous experience in customer service and sales, preferably in the insurance industry.
- Strong verbal and written communication skills.
- Proficiency in using computer systems and customer relationship management (CRM) software.
- Excellent problem-solving skills and the ability to handle challenging situations with professionalism.
- A goal-oriented mindset with a desire to achieve and exceed sales targets.
- Team-oriented attitude with the ability to work independently when necessary.
- Competitive salary with performance-based incentives.
- Comprehensive benefits package, including health insurance and retirement plans.
- Opportunities for professional development and advancement within the agency.
- A supportive and collaborative work environment focused on success.
Compensation: $35,000.00 - $50,000.00 per year
My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Hammond, LA and help customers with their insurance and financial services needs, including:
- Auto insurance
- Home insurance
- Life insurance
- Retirement planning
State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
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