Customer Relations Representative - State Farm Agent Team Member

JOSHUA MERRION - State Farm Agent; Portland (OR); On-site; USD 35,000 - 50,000; Full time

Job summary

A leading insurance office seeks a Customer Relations Representative to engage with clients and provide insurance solutions. In this role, you will build customer relationships, ensure superior customer service, and help the office grow through proactive sales. If you have a positive attitude and a drive for success, this is an excellent opportunity for you.

Benefits

Salary pay plus commission/bonus

Growth potential and opportunities for advancement

Paid time off (vacation and personal/sick days)

Qualifications

• Dedicated to customer service and cheerful disposition.
• Understanding of a professional work environment.
• Excellent communication skills to assist customers.

Responsibilities

• Establish customer relationships and propose insurance lines.
• Provide prompt and accurate customer service regarding inquiries.
• Educate customers on insurance options and new business acquisition.

Skills

Customer Service

Communication Skills

Problem-Solving

Job description

As our new Customer Relations Representative, you will be the first face people see when they walk through our doors. A warm smile, cheerful disposition, and enthusiastic attitude go a long way in your success in this role. Throughout your work day you will perform activities such as answering calls, taking payments, making policy changes, and creating conversation with our existing clients, finding unrecognized needs and offering appropriate products to solve those needs. You are a problem-solver. You must be willing to get personal with people about life and finances. You must be willing to ask about life insurance. It is one of the most important services we provide.

Here's what we bring you :

We are a small and very successful team that has grown our business 150% in the last 4 years. We are thrilled to have an incredible client base that has rated us a 5-Star business and we take our customer service personally. We work hard together, have fun together, travel together, and eat together. We are drama-free.

We anticipate internal growth opportunities for especially driven and sales-minded candidates. If you have goals to be a business owner and open your own State Farm agency, we can start your path here. We look forward to connecting with you if you are the goal-driven and customer-oriented team member we are searching for.

Property and Casualty as well as Life and Health licenses are required for this position and must be obtained prior to starting .

RESPONSIBILITIES :

• Establish customer relationships and follow up with customers as needed.
• Propose new lines of insurance including life insurance and disability insurance to new and existing customers.
• 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 and make appropriate recommendations for other lines of insurance.
• Use exemplary communication to efficiently meet the needs of customers while promoting the development of our business.
• Establish new customer contact and acquire new business.

QUALIFICATIONS :

• Dedicated to customer service
• Cheerful disposition
• Understanding the nature of a professional work environment
• 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 pay plus commission / bonus
• Growth potential / Opportunity for advancement within my office
• Paid time off (vacation and personal / sick days)