Customer Relations Representative - State Farm Agent Team Member

Neilzeitz; Philadelphia (Philadelphia County); On-site; USD 20,664 - 30,307; Full time

Benefits offered by this job

Hourly pay + commission

Paid time off (vacation & personal/sic

Career growth potential

Job summary

Neil Zeitz seeks a Bi-Lingual Spanish/English Customer Relations Representative Trainee to deliver exceptional client experiences at the insurance agency. You will resolve inquiries, coordinate with team members, and anticipate community needs while growing in a customer-focused role.

The position emphasizes empathy, attention to detail, and the potential for internal advancement as you build relationships with clients and support the office's services.

Qualifications

• Ability to obtain Property & Casualty, Life, Accident & Health licenses.
• Dedicated to customer service.
• Able to relate to customers, answer questions, and anticipate needs.
• Excellent communication to assist customers and coordinate with team.
• Proactive in problem-solving.

Responsibilities

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

Skills

Licensing: P&C/Life/A&H

Customer service

Customer empathy

Excellent communication

Proactive problem-solving

Job description

ROLE DESCRIPTION

Seeking a Bi-Lingual Spanish/ English Customer Relations Representative Trainee within the office of Neil Zeitz. 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

• Ability to obtain: Property & Casualty, Life, Accident & Health licenses
• 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

• Hourly pay plus commission/bonus
• Growth potential/Opportunity for advancement within my office
• Paid time off (vacation and personal/sick days)
• Valuable career-building experience