Customer Service Representative - State Farm Agent Team Member

Talentify; Portland (OR); On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

Health, Dental and Vision Insurance

401(k) Matching

Paid time off

Licensing cost reimbursement

Commission

Free snacks and beverages

Job summary

State Farm agent offices are seeking a friendly, detail-oriented Customer Service Representative to support customers across phone, in person, text and email channels. This full-time role interacts with an insurance-focused client base and reports to the Office Manager.

On-the-job training is provided; the role requires obtaining Property & Casualty and Life & Health licenses within 6 weeks. Benefits include health, dental & vision, 401(k) matching, PTO, and licensing reimbursement after

Qualifications

• At least 1 year of customer service experience; 2-3 years preferred.
• Associate's degree or equivalent work experience preferred.
• Ability to obtain Property & Casualty and Life & Health licenses within 6 weeks.
• Proficient in Windows, Microsoft Office and Teams; CRM/eCRM experience a plus.
• Excellent verbal and written communication skills.
• Ability to work independently and prioritize in a fast-paced environment.
• Detail-oriented with strong organizational and multitasking skills.
• Must be a team player and enjoy working closely with a small team.

Responsibilities

• Engage with customers in a friendly, professional manner over the phone, in-person and through text, and email.
• Develop and maintain customer relationships to drive retention and growth.
• Assist customers in resolving issues and answer questions they may have about State Farm products and services.
• Actively review customer’s accounts to identify issues and opportunities.
• Contact customers to set up general and product specific meetings.
• Maintain, update and service customer accounts and policies.
• Manage weekly/monthly Sales and performance goals.
• Process payments, assist customers with billing issues and follow-up on outstanding payments.

Skills

Customer service

Communication skills

Windows

Microsoft Office

Teams

CRM software

Multitasking

Detail-oriented

Team player

Education

Associate's degree or equivalent

Tools

Microsoft Teams

CRM software

Job description

Benefits:

• Health insurance
• Paid time off
• 401(k) matching

Do you enjoy working with the public and helping people? Are you detail-oriented, outgoing, and tech-savvy? If you answered ‘yes’ to these questions, our Customer Service Representative position may be the perfect job for you! We are seeking a highly motivated, enthusiastic individual to join our team of Insurance professionals. Our team specializes in promoting State Farm's diverse portfolio of insurance and financial service products and is an independent State Farm Agency.

No insurance experience? No problem! On-the-job training will be provided for all insurance related duties. Applicants must be willing/able to procure a Property & Casualty and Life & Health Insurance producer license prior to starting and within 6 weeks of job offer.

Job Overview;

This full-time position will interact directly with customers and will work as a part of our customer service team. The majority of the role’s responsibilities revolve around computer-based tasks and frequent communication with customers, so having excellent computer and customer service skills are a must. This position will report directly to the Office Manager.

Responsibilities;

• Engage with customers in a friendly, professional manner over the phone, in-person and through text, and email.
• Develop and maintain customer relationships to drive retention and growth.
• Assist customers in resolving issues and answer questions they may have about State Farm products and services.
• Actively review customer’s accounts to identify issues and opportunities.
• Contact customers to set up general and product specific meetings.
• Maintain, update and service customer accounts and policies.
• Manage weekly/monthly Sales and performance goals.
• Process payments, assist customers with billing issues and follow-up on outstanding payments.

Requirements;

• At least 1 year of customer service experience required, 2-3 years of experience preferred
• Associate's degree -OR- equivalent work experience preferred
• Ability to obtain Property & Casualty and Life & Health Insurance producer licenses within the specified time frame
• Proficient in Windows, Microsoft Office and Teams; Experience with CRM or eCRM programs is a plus
• Excellent communication skills, both verbal and written
• Ability to work independently and prioritize tasks in a fast-paced environment
• Detail-oriented with strong organizational skills and the ability to multitask
• Must be a team player and enjoy working closely with a small team

Benefits;

• Salary $45,000 - $55,000 DoE plus Commission
• In-person Monday-Friday schedule, with an emphasis on Work-Life Balance
• Paid time off; both vacation and sick leave
• Health, Dental and Vision Insurance
• 401k Matching
• Reimbursement of all Licensing costs/fees after 90-day probationary period
• Free snacks and drinks provided in office

State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.