Associate State Farm Team Member

State Farm Insurance - South Bay; Hermosa Beach (CA); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Opportunity for advancement

Training & development

Job summary

A leading insurance agency in Hermosa Beach is seeking a Client Experience Associate to enhance customer relations and support team operations. The ideal candidate has a background in customer service, outstanding organizational skills, and the ability to manage multiple tasks. Key responsibilities include greeting customers, handling inquiries, and providing administrative support. This role offers opportunities for growth in a dynamic work environment, emphasizing teamwork and customer satisfaction.

Qualifications

• Previous experience in a receptionist or customer service role.
• Comfortable with engaging in sales conversations.
• Organizational and multitasking abilities.
• Comfortable with engaging in sales conversations.
• Basic computer skills, including Microsoft Office and CRM systems.

Responsibilities

• Greet customers warmly in person and over the phone.
• Manage appointment scheduling and office communications.
• Assist in handling incoming inquiries and maintaining customer records.
• Engage in conversations with prospective and existing customers.
• Provide excellent customer service and follow up on customer's needs.
• Support the team with various administrative tasks and projects.
• Collect payments and process entry insurance service-related items for customers.
• Organize and assign tasks for office team.
• Document detailed notes with care.
• Document detailed notes with care.

Skills

Communication and interpersonal skills

Organizational abilities

Multitasking abilities

Basic computer skills

Sales conversations

Microsoft Office

CRM systems

Tools

Microsoft Office

CRM systems

Job description

Benefits:

• Bonus based on performance
• Competitive salary
• Opportunity for advancement
• Training & development

Role Description:

State Farm Insurance - South Bay is a leading insurance agency dedicated to providing exceptional service to our customers. We are currently seeking a dynamic individual to join our team as a Client Experience Associate - State Farm Team Member.

Our ideal candidate is highly organized, detail-oriented, and committed to contributing to a positive and productive workplace. If you thrive in a supportive role and are eager to learn and grow within the insurance industry, we invite you to apply and become a valued member of our team.

Responsibilities:

• Greet customers warmly in person and over the phone, directing them to the appropriate team members.
• Manage appointment scheduling and office communications.
• Assist in handling incoming inquiries and maintaining customer records.
• Engage in conversations with prospective and existing customers, identifying opportunities to offer insurance options.
• Provide excellent customer service and follow up on customer's needs.
• Support the team with various administrative tasks and projects.
• Collect payments and process entry insurance service-related items for customers.
• Voicemail, text message Inbox.
• Organize and assign tasks for office team.
• Document detailed notes with care.

Qualifications:

• Previous experience in a receptionist or customer service role.
• Communication and interpersonal skills.
• Organizational and multitasking abilities.
• Comfortable with engaging in sales conversations.
• Basic computer skills, including Microsoft Office and CRM systems.