Client Care & Insurance Solutions Specialist

Matt Copeland - State Farm Agent; Roseville (CA); On-site; USD 26,000 - 37,000; Full time

Benefits offered by this job

Simple IRA

Flexible hours

Job summary

Matt Copeland - State Farm Agent is seeking a Customer Relations Representative to join a busy State Farm agent team in Roseville, CA. The role focuses on delivering excellent customer service, educating clients on insurance options, and driving business through leads and appointments.

The ideal candidate will bring strong communication, organizational skills, and a team-oriented mindset, with the ability to multi-task in a fast-paced environment.

Qualifications

• Excellent interpersonal skills.
• Excellent written and verbal communication.
• People-oriented with a customer-focused attitude.
• Strong organizational skills and attention to detail.
• Team player capable of multitasking.
• Commitment to high quality customer service.
• Ability to learn insurance products and services.
• Property and Casualty license (must be able to obtain).

Responsibilities

• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

Skills

Interpersonal skills

Written & verbal communication

People-oriented

Organizational skills

Detail oriented

Customer service

Team player

multitasking

Education

Property and Casualty license (must be able to obtain)

Job description

Matt Copeland - State Farm Agent is seeking a Customer Relations Representative to join a busy State Farm agent team in Roseville, CA. The role focuses on delivering excellent customer service, educating clients on insurance options, and driving business through leads and appointments.

The ideal candidate will bring strong communication, organizational skills, and a team-oriented mindset, with the ability to multi-task in a fast-paced environment.