Customer Service Representative - State Farm Agent Team Member

State Farm Agent; Richmond (TX); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Health insurance

Opportunity for advancement

Paid time off

Training & development

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

Patton Financial Agency in Texas is seeking a Customer Service Rep to deliver exceptional client experiences and support our growing insurance practice. You will handle inquiries, coordinate with team members, and help the community.

The ideal candidate is customer-focused, communicative, and proactive, with a willingness to obtain insurance licenses. We offer a competitive salary, benefits, and opportunities for advancement.

Qualifications

• 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
• Must be willing to obtain insurance licenses

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.

Skills

Customer service

Communication

Problem solving

Team coordination

Job description

Role Description

As a Customer Service Rep with Patton Financial Agency, 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.

Benefits

• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• 401(k)
• Bonus based on performance
• Competitive salary
• Flexible schedule

Role Description

As a Customer Service Rep with Patton Financial Agency, 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

• 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
• Must be willing to obtain insurance licenses.

Compensation: $40,000.00 - $60,000.00 per year

Ready to Launch Your Career?

We are an established, growth-oriented agency with a team of highly motivated individuals. Our team works hard to reach our goals together as a team and have fun while we are doing it! We take pride in using our years of valuable experience to mentor individual team members and prepare them for successful careers. If you\'re willing to work hard and you expect to get results from yourself and those around you, we want to meet you and talk about the opportunity we have for you.

About Our Agency

• Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
• We help customers with their insurance and financial services needs, including Retirement Planning, Business Insurance, College Planning, and Health Insurance.
• We have 50 years of combined insurance experience in our office.
• Our agency has received awards including: President's Club, Chairman's Circle, Ambassador Travel, Legion of Honor, Million Dollar Round Table, and Senior Vice President's Club
• Additional languages spoken: Spanish and French

If you want a career, not a job, then we encourage you to apply. 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.