Customer Relations Representative - State Farm Agent Team Member

Ryan Platz - State Farm Agent

Bohemia (NY)

On-site

USD 40,000 - 70,000

Full time

14 days+
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Benefits offered by this job

Opportunity for advancement
Paid time off
Parental leave
Training & development
401(k) matching
Bonus based on performance
Competitive salary
Flexible schedule

Job summary

Ryan Platz - State Farm Agent in Bohemia, NY is seeking a bilingual Spanish-speaking Customer Relations Manager. The role focuses on delivering exceptional client experiences, handling inquiries about insurance options, policy changes, billing, and claims, and supporting agency growth.

Both part-time and full-time applicants are welcome. The position emphasizes customer service, communication skills, and proactive problem-solving, with opportunity for advancement and a competitive salary plus

Qualifications

  • Bi-lingual Spanish speaking; insurance licensed or minimal personal lines license
  • Customer-focused with strong communication skills
  • Able to relate to customers and anticipate needs

Responsibilities

  • Establish customer relationships and follow up with customers as needed.
  • Provide prompt, accurate, and friendly customer service, including inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions and billing clarification.
  • Use a needs-based review process to educate customers about insurance options.
  • Use effective communication to support business development and customer satisfaction.

Job description

Benefits:
  • Opportunity for advancement
  • Paid time off
  • Parental leave
  • Training & development
  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
ROLE DESCRIPTION: SEEKING Bi-lingual - Spanish Speaking applicants* Insurance licensed, minimal requirement of personal lines license*

As a PT or FT - Customer Relations Manager with the Ryan Platz State Farm Agency, you will generate the kind of exceptional client experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you an ideal fit. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support.

We look forward to connecting with you if you are the ideal customer-focused and empathetic team member we are searching for. We anticipate internal growth opportunities for especially driven and sales-minded candidates.

RESPONSIBILITIES:
  • Establish customer relationships and follow up with customers as needed.
  • 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.
  • Use exemplary communication to efficiently meet the needs of customers while promoting the development of our business.
QUALIFICATIONS:
  • Dedicated to customer service
  • Able to effectively relate to a customer, answer their questions, and anticipate their needs.
  • Excellent communication skills to assist customers and coordinate with other agency team members
  • Proactive in problem-solving
BENEFITS:
  • Salary plus commission/bonus
  • Growth potential/Opportunity for advancement within my office
  • Paid time off (vacation and personal/sick days)
  • Health Contributions & Incentives
  • Valuable career-building experience
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