Customer Service Representative - State Farm Agent Team Member

Pattonagency; Richmond (TX); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Health insurance

Opportunity for advancement

Paid time off

401(k)

Bonus based on performance

Job summary

Patton Financial Agency in Richmond, TX seeks a Customer Service Representative to join our State Farm agent team.

This full-time role centers on delivering outstanding client experiences, handling inquiries, and supporting community members with insurance options.

Qualifications

• Dedicated to customer service.
• Able to relate to customers, answer questions, and anticipate needs.
• Excellent communication to assist customers and coordinate with team.
• Proactive in problem-solving.
• 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 customer needs while promoting business development.

Skills

Customer service

Communication

Sales minded

Job description

Customer Service Representative - State Farm Agent Team Member

Full Time in Richmond - TX

• Health insurance
• Opportunity for advancement
• Paid time off
• 401(k)
• Bonus based on performance

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

Join a community of good neighbors

Make a difference in your community every day.

Gain confidence and grow your dream career.

Earn benefits and rewards that are second to none