Customer Service Manager - State Farm Agent Team Member

Manizha Parand - State Farm Agent; Hauppauge (NY); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Training & development

Dental insurance

Vision insurance

Bonus based on performance

Competitive salary

Flexible schedule

Opportunity for advancement

Job summary

Manizha Parand - State Farm Agent is seeking an Office Administrator to oversee daily office functions, maximize workflow, and develop employee growth within a State Farm agency in Hauppauge, NY. The role emphasizes training, coaching, scheduling, payroll, and performance reporting.

You will build teams, supervise staff, manage commissions, and ensure compliance while driving commercial account development and customer-focused insurance sales.

Responsibilities

• Build relationship with the team and provide daily on-the-spot training and coaching.
• Assist in staff assessment, weekly one-on-ones, lead team meetings and report findings back to Agent
• Point person for Agent to deliver messages to team on priorities
• Back-end office administration to include office scheduling, PTO requests, payroll, commission reports
• Assist in hiring, employee onboarding, training, and evaluations
• Finalize monthly commission and chargebacks (assist sales team with Underwriting issues)
• Monthly compliance monitoring for sales team - EUR, input report, low mileage
• Point of contact for any internal employee issues
• Develop and retain commercial accounts to include commercial servicing and follow up
• Ensure entire team “wins the day” and on pace to hit promotions and team bonus
• Responsible to coach sales team to hit commission targets and daily expectations.
• Quote all product lines as licensed for and follow-up with customers to close sales.
• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Promote and effectively sell company products and supplies using established company sales techniques.
• Clarify and fulfill customer requests/needs by presenting various selections of products and services providing pricing information as requested.
• Understand and respond to customer delivery needs by interfacing with internal personnel.
• Understand and support established sales policies and procedures.
• Process all paperwork for orders to include quotes, applications, and related documentation.
• Resolve customer concerns in an expeditious and tactful manner.
• Perform other related duties as assigned.

Job description

Benefits

• Bonus based on performance
• Competitive salary
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Dental insurance
• Vision insurance

Position Overview

To oversee all office daily functions ensuring workflow and employee productivity are maximized to sustain continued agency growth and employee development.

Duties and Responsibilities

• OFFICE ADMINISTRATION AND MANAGEMENT
  • Build relationship with the team and provide daily on-the-spot training and coaching.
  • Assist in staff assessment, weekly one-one-ones, lead team meetings and report findings back to Agent
  • Point person for Agent to deliver messages to team on priorities
  • Back-end office administration to include office scheduling, PTO requests, payroll, commission reports
  • Assist in hiring, employee onboarding, training, and evaluations
  • Finalize monthly commission and chargebacks (assist sales team with Underwriting issues)
  • Monthly compliance monitoring for sales team - EUR, input report, low mileage
  • Point of contact for any internal employee issues
• SALES DEVELOPMENT AND MANAGEMENT
  • Develop and retain commercial accounts to include commercial servicing and follow up
  • Ensure entire team “wins the day” and on pace to hit promotions and team bonus
  • Responsible to coach sales team to hit commission targets and daily expectations.
  • Quote all product lines as licensed for and follow-up with customers to close sales.
  • Use a customer-focused, needs-based review process to educate customers about insurance options.
  • Promote and effectively sell company products and supplies using established company sales techniques.
  • Clarify and fulfill customer requests/needs by presenting various selections of products and services providing pricing information as requested.
  • Understand and respond to customer delivery needs by interfacing with internal personnel.
  • Understand and support established sales policies and procedures.
  • Process all paperwork for orders to include quotes, applications, and related documentation.
  • Resolve customer concerns in an expeditious and tactful manner.
  • Perform other related duties as assigned.