Insurance Client Experience Specialist

State Farm Insurance - South Bay; Hermosa Beach (CA); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Opportunity for advancement

Training & development

Job summary

A leading insurance agency in Hermosa Beach is seeking a Client Experience Associate to enhance customer relations and support team operations. The ideal candidate has a background in customer service, outstanding organizational skills, and the ability to manage multiple tasks. Key responsibilities include greeting customers, handling inquiries, and providing administrative support. This role offers opportunities for growth in a dynamic work environment, emphasizing teamwork and customer satisfaction.

Qualifications

• Previous experience in a receptionist or customer service role.
• Comfortable with engaging in sales conversations.

Responsibilities

• Greet customers warmly in person and over the phone.
• Manage appointment scheduling and office communications.
• Assist in handling incoming inquiries and maintaining customer records.
• Engage in conversations with prospective and existing customers.
• Provide excellent customer service and follow up on customer's needs.
• Support the team with various administrative tasks and projects.
• Collect payments and process entry insurance service-related items for customers.
• Organize and assign tasks for office team.
• Document detailed notes with care.

Skills

Communication and interpersonal skills

Organizational abilities

Multitasking abilities

Basic computer skills

Tools

Microsoft Office

CRM systems

Job description

A leading insurance agency in Hermosa Beach is seeking a Client Experience Associate to enhance customer relations and support team operations. The ideal candidate has a background in customer service, outstanding organizational skills, and the ability to manage multiple tasks. Key responsibilities include greeting customers, handling inquiries, and providing administrative support. This role offers opportunities for growth in a dynamic work environment, emphasizing teamwork and customer satisfaction.