Customer Service Representative - State Farm Agent Team Member

David Francesangelo - State Farm Agent; Irving (TX); On-site; USD 34,000 - 52,000; Full time

Benefits offered by this job

Bonus based on performance

Advancement opportunities

Paid time off

Parental leave

Training & development

Job summary

David Francesangelo - State Farm Agent in Irving, TX is seeking a full-time Customer Service representative to join a growing local office. You will review policies and accounts, answer inbound calls, explain changes, retain customers, and schedule appointments.

You will collaborate with the team to learn State Farm products, achieve personal growth, and provide friendly service with a proactive, solutions-focused mindset.

Qualifications

• Must be located in Texas and able to commute to the Irving office daily.
• Warm, sincere and outgoing personality.
• Must obtain Texas Producers Insurance License prior to starting.
• Willing to make 30–50 inbound calls per day and 20–40 outbound.
• Able to navigate a CRM and coordinate office tasks via Outlook.

Responsibilities

• Be the voice of the office by answering inbound calls from customers.
• Respond to customer emails and texts within 12–36 hours.
• Review policies and accounts, explain rate changes, and retain business.
• Schedule appointments and conduct new customer onboarding.
• Collaborate with the team to develop skills and processes.

Skills

People skills

Strong communication

Customer service orientation

Multitasking

Education

Texas Producers Insurance License

Tools

Salesforce

Microsoft Outlook

Job description

Benefits

• Bonus based on performance
• Opportunity for advancement
• Paid time off
• Parental leave
• Training & development

Role Description

Be a part of a new and thriving team that grows together, personally and professionally. Enjoy a long-term rewarding career experience by helping to protect members of the community from everyday risks and make a lasting impact on their lives. This is a role that offers plenty of growth opportunities, stability, and career advancement.

Our office and this full-time Customer Service role is conveniently located in Irving - Las Colinas. As a service representative, you will be responsible for reviewing policies & accounts, explaining rate increases & decreases, retaining business, answering inbound calls/texts/emails, calling out to customers with important updates, updating policies, scheduling appointments, educating customers, identifying & uncovering additional needs. You will also collaborate with other office team members to role play, build new skills and develop abilities that will last a lifetime.

Qualifications & Expectations

• Must be located in Texas, eligible for employment in the U.S. and able to commute to work in office daily Monday to Friday.
• Warm, sincere & outgoing personality. A people person.
• Must obtain a Texas Producers Insurance License prior to starting. Exam materials & license fee is reimbursable. General Lines Producer's Licenses include:
  1. Property & Casualty License
  2. Life & Health License (completed within 90 days of employment start date)
• Must be willing to terminate other active insurance carrier appointments.
• Ability to prioritize service tasks while managing the flow of inbound service calls, texts & emails.
• Responsive communicator with a sense of urgency.
• Goal-oriented and self-motivated.
• Ability to calmly serve customers who might be upset or confused, and do so with a positive tone and attitude.
• Comfortable talking to customers about uncomfortable risks such as premature death or unexpected disabilities, and recommending solutions to reduce those risks.
• Willing, able & eager to answer at least 30 to 50 inbound phone calls per day. Make 20 to 40 outbound phone calls per day to customers or prospects.
• Undeterred by rejection or failure - a growth mindset.
• Ability to demonstrate sincerity and a genuine interest in helping others protect themselves from everyday risks.
• Basic knowledge of insurance and insurance products - a willingness to learn more about the industry & State Farm product offerings.
• Coachable - a desire to learn & follow proven methods.
• Ability to navigate a Customer Relationship Management software (e.g. Salesforce) and coordinate office tasks, activities and appointments via Microsoft Outlook.

Day-to-Day Responsibilities

• Be the voice of the office and first or second person to answer inbound calls from customers.
• Respond to customer emails & text messages within 12 to 36 hours.
• Complete office service tasks & activities and actively retain customers.
• Ability to think critically to complete policy updates while considering multiple stakeholders.
• Execute customer service processes and procedures.
• Conduct new customer onboarding appointments in person or virtually.