Customer Service Representative - State Farm Agent Team Member

Pwheeler; Village of Spring Valley (NY); On-site; USD 42,000 - 68,000; Full time

Benefits offered by this job

Bonus based on performance

Health insurance

Opportunity for advancement

Training & development

Job summary

Pedriena Wheeler - State Farm Agent is hiring a Customer Service Representative to deliver exceptional service, resolve inquiries, and support growth for a local State Farm agency. You will assist with policy inquiries, quotes, and billing while building lasting client relationships.

The role emphasizes customer care, sales activity, and becoming licensed in Life/Health and P&C to support community needs. Training and advancement opportunities are provided within a Fortune 100 company structure.

Qualifications

• Customer care and service experience.
• Experience meeting sales targets and handling client inquiries.
• Familiarity with CRM and MS Office tools.

Responsibilities

• Interact with customers on behalf of the company.
• Provide prompt, accurate, and friendly customer service for insurance inquiries, changes, and billing.
• Develop and maintain positive relationships with customers and team members.
• Reach out to leads via warm, referral, and cold calling.
• Resolve customer issues and complaints to maximize satisfaction.
• Meet sales targets and coordinate with the team to drive growth.
• Provide quotes and stay updated on best practices and promotions.

Skills

Customer care

Client service experience

Direct sales experience

Sales targets

Negotiation

Presentation skills

Time management

Relationship management

License readiness Life/Health

P&C license

Creole speaker

Tools

MS Office

CRM practices

Job description

Benefits

• Bonus based on performance
• Health insurance
• Opportunity for advancement
• Training & development

Role Description

As a Customer Service Representative - State Farm Agent Team Member with Pedriena Wheeler - State Farm Agent, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you a 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. You will receive continuous training, room for advancement, and an opportunity to be an integral part of a growing team of insurance agents.

Responsibilities

• Proficiently interact with customers on behalf of the company
• 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.
• Establish, develop and maintain positive business and customer relationships
• Reach out to customer leads through warm, referral, and cold calling
• Expedite the resolution of customer problems and complaints to maximize satisfaction
• Achieve agreed upon sales targets and outcomes within schedule
• Coordinate sales effort with team members and other departments
• Be part of a group under a Fortune 100 conglomerate
• Keep abreast of best practices and promotional trends
• Provide quotes for customers
• Continuously improve through feedback

Qualifications

• Customer care skills
• Proven work experience as client - customer service representative
• Proven direct sales experience
• Knowledge of MS Office
• Familiarity with CRM practices and ability to build productive business professional relationships
• Highly motivated and target-driven with a proven track record in sales
• Excellent selling, communication, and negotiation skills
• Prioritizing, time management, and organizational skills
• Ability to create and deliver presentations tailored to the audience needs
• Relationship management skills and openness to feedback
• Willing to become licensed in Life/Health and be bank certified
• P&C licensed required
• Creole speaker required

Compensation

Base pay + uncapped commissions included in pay.