Customer Relations Representative - State Farm Agent Team Member

Julie Mendoza - State Farm Agent; Cottonwood Heights (UT); On-site; USD 20,664 - 30,307; Full time

Benefits offered by this job

License Application Fee Reimbursement

Paid holidays, including your birthday

Benefits Stipend

Opportunity for advancement

Training & development

Job summary

Mendoza Insurance & Financial Services, Inc. is seeking a Customer Relations Representative in Cottonwood Heights, UT to deliver exceptional service and assist clients with their insurance needs. You will be the first point of contact, maintaining professionalism and accuracy in client interactions.

The role emphasizes strong communication, willingness to obtain licensure, and teamwork to support agents and grow the agency. This is a full-time position with opportunities for advancement.

Qualifications

• High school diploma or equivalent with customer service experience.
• Spanish speaking preferred.
• No prior insurance experience required.
• Excellent communication and interpersonal skills.
• Independent and team-oriented, with problem-solving ability.
• Proficient in using computers and standard office software.
• Willing to obtain a state insurance license within a specified timeframe.

Responsibilities

• Respond to customer inquiries via phone, email, and in person.
• Explain policies, coverage options, and claims processes.
• Schedule appointments and follow up on inquiries.
• Maintain accurate customer records and update systems.
• Assist agents with daily operations and client communications.
• Educate customers about additional products and opportunities.
• Collaborate with team to enhance customer experience.
• Stay informed about products, services, and regulations.

Skills

Customer service

Communication

Interpersonal skills

Problem solving

Education

High school diploma or equivalent

Tools

Microsoft Office

Computers

Job description

Benefits

• A supportive and collaborative work environment
• Competitive hourly compensation + commission
• License Application Fee Reimbursement
• Paid holidays, including your birthday!
• Benefits Stipend
• Opportunity for advancement
• Training & development

Customer Relations (Full Time Customer Service Position) - Agency Team Member in Cottonwood Heights, UT

At Mendoza Insurance & Financial Services, Inc. our mission is to build lasting relationships rooted in trust and genuine connection. We believe in first learning your story, then serving with heart and creating tailored strategies to deliver on our promise to be there when you need us most. With customized solutions at every stage of life, we empower individuals and families to not only safeguard their present but also provide guidance and resources to build a secure and confident future. We are seeking someone who shares our commitment to putting people first, someone who can strengthen customer relationships, foster loyalty and introduce solutions that truly add value.

Job Summary

As a Customer Relations Representative, you will be the first point of contact for our customers. You will play a crucial role in providing exceptional service, answering inquiries, and assisting clients with their insurance needs. Your positive attitude, strong communication and problem-solving skills with attention to detail will contribute to the overall success of our agency.

Key Responsibilities

• Respond to customer inquiries via phone, email, and in-person with professionalism and empathy
• Assist customers in understanding their insurance policies, coverage options, and claims processes
• Schedule appointments for clients and follow up on outstanding inquiries
• Maintain accurate customer records and update information in our systems
• Process policy changes, claims submissions, and billing inquiries efficiently
• Provide support to the insurance agents in daily operations and client communications
• Educate customers about additional products and uncovering opportunities to meet their evolving needs
• Collaborate with team members to enhance overall customer experience
• Stay informed about our products, services, and industry regulations

Qualifications

• High school diploma or equivalent + customer service experience
• Spanish speaking preferred
• No prior insurance experience required
• Excellent communication and interpersonal skills
• Strong problem-solving abilities and a proactive approach to customer service
• Ability to work independently and as part of a team
• Proficient in using computers and standard office software
• A valid state insurance license or willingness to obtain one within a specified timeframe

Mendoza Insurance & Financial Service, Inc. is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.