CUSTOMER SERVICE REPRESENTATIVE - STATE FARM AGENT TEAM MEMBER

Alex Mora Insurance Agency, Inc.; Santa Ana (CA); On-site; USD 55,000 - 65,000; Full time

Benefits offered by this job

Base salary plus commission/bonus

Group health plan

Dental and Vision paid by owner

Group Life $75,000 paid by owner

401k with 4% match

Paid time off

Job summary

Alex Mora - State Farm Agent in Santa Ana, CA is seeking an organized Customer Service Representative to support insurance agents, maintain client relations, and contribute to growth through sales-minded activities.

The role emphasizes relationship-building, prompt service, and a proactive marketing mindset within a fast-paced office environment. Training and licensing opportunities are available for Property & Casualty and Life/Health lines.

Qualifications

• Bilingual Spanish is required.
• Dedicated to customer service.
• Sales experience in external, internal, retail, or telemarketing settings is preferred.
• Able to obtain Property and Casualty license.
• Able to obtain Life/Health license.
• Able to achieve agreed marketing goals.
• Interested in marketing products based on customer needs.

Responsibilities

• Establish customer relationships and follow up with customers as needed.
• Provide prompt, accurate, and friendly customer service—including inquiries about insurance availability, coverages, policy changes, transfers, claims, and billing.
• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Use effective communication to meet customer needs while promoting business growth.

Skills

Bilingual Spanish

Customer service oriented

Sales experience

License eligibility

Marketing interest

Job description

Role Description

Alex Mora - State Farm Agent is seeking an organized and efficient specialist to fulfill administrative duties and support insurance agents in gaining and keeping customers. As Customer Service Representative - State Farm Agent Team Member with our agency, your attention to detail, dedication to client relations, and sales-mindedness equip you for this versatile position. Your contributions as a motivated professional who thrives in a fast-paced environment pave an entryway for growing your career and expanding your income.

We look forward to incorporating your energy and marketing perspective into our team as we build success together.

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

• Bilingual required - Spanish
• Dedicated to customer service
• Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
• Able to obtain Property and Casualty License
• Able to obtain a Life/Health License
• Able to achieve mutually agreed upon marketing goals
• Interested in marketing products and services based on customer needs

Benefits

• Base Salary plus commission/bonus
• Group health plan. $300 monthly allowance.
• Dental and Vision, paid by owner.
• Group Life $75,000.00, paid by owner.
• 401k with 4% match
• Paid time off (vacation and personal/sick days)
• Valuable experience
• Growth potential/Opportunity for advancement within my office
• Opportunity for growth. We can train you and license you to represent State Farm and the insurance industry with integrity and professionalism
• Team environment with great people in a professional, team focused, goal oriented environment

Compensation $55,000.00 - $65,000.00 per year