Customer Service Representative - State Farm Agent Team Member

Kariromanosf

The Woodlands (TX)

On-site

USD 36,000 - 54,000

Full time

14 days+
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Benefits offered by this job

Free uniforms
Opportunity for advancement
Paid time off
Training & development
Bonus based on performance
Company parties
Competitive salary
Free food & snacks

Job summary

Kari Romano State Farm is seeking a customer service representative to greet clients, manage appointments, handle inquiries, and maintain customer records in our The Woodlands, TX office.

The role requires prior customer service experience, excellent communication and organizational skills, and comfort with sales conversations to offer insurance solutions. Proficiency with Microsoft Office and CRM systems is preferred; bilingual abilities are a plus.

Qualifications

  • Previous experience in a customer service role.
  • Excellent communication and interpersonal skills, both written and verbal.
  • Strong organizational and multitasking abilities.
  • Comfortable with engaging in sales conversations.
  • Basic computer skills, including Microsoft Office and CRM systems.
  • Must be able to pass insurance licenses

Responsibilities

  • Greet clients warmly in person and over the phone, directing them to the appropriate team members.
  • Manage appointment scheduling and office communications.
  • Assist in handling incoming inquiries, process payments and maintaining customer records.
  • Engage in sales conversations with prospective and existing clients, identifying opportunities to offer insurance solutions.
  • Provide excellent customer service and follow up on client needs.
  • Support the team with various administrative tasks and projects.
  • Bilingual encouraged to apply.

Skills

Customer service
Communication skills
Organizational skills
Multitasking
Sales conversations
CRM systems
Microsoft Office
Bilingual

Tools

CRM software
Microsoft Office

Job description

Benefits:
  • Free uniforms
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • Bonus based on performance
  • Company parties
  • Competitive salary
  • Free food & snacks
Role Description

Kari Romano State Farm is a leading insurance agency dedicated to providing exceptional service to our customers. We are currently seeking a dynamic individual to join our team as a customer service representative.

Our ideal candidate is highly organized, detail-oriented, and committed to contributing to a positive and productive workplace. If you thrive in a supportive role and are eager to learn and grow within the insurance industry, we invite you to apply and become a valued member of our team.

Responsibilities
  • Greet clients warmly in person and over the phone, directing them to the appropriate team members.
  • Manage appointment scheduling and office communications.
  • Assist in handling incoming inquiries, process payments and maintaining customer records.
  • Engage in sales conversations with prospective and existing clients, identifying opportunities to offer insurance solutions.
  • Provide excellent customer service and follow up on client needs.
  • Support the team with various administrative tasks and projects.
  • Bilingual encouraged to apply.
Qualifications
  • Previous experience in a customer service role.
  • Excellent communication and interpersonal skills, both written and verbal.
  • Strong organizational and multitasking abilities.
  • Comfortable with engaging in sales conversations.
  • Basic computer skills, including Microsoft Office and CRM systems.
  • Must be able to pass insurance licenses
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