Insurance Client Services Specialist - Hands-on Training & Growth

Farmers Insurance Group; Columbia Township (MO); On-site; USD 32,000 - 48,000; Full time

Benefits offered by this job

Paid Time Off

Mon-Fri Schedule

Hands on Training

Career Growth Opportunities

Job summary

The Matthew Smith Agency in Columbia, MO is seeking a Customer Service Representative to become the face of the agency and deliver personalized service to policyholders. You will support client interactions, process policy updates, guide clients through claims, and collaborate with the sales team to provide tailored insurance solutions.

Ideal candidates have experience in customer service or insurance, strong communication skills, and a proactive, team-oriented mindset.

Qualifications

• Active Missouri Property & Casualty License or willingness to obtain (we will provide pre-licensing study materials).
• Previous experience in a customer service or insurance environment is essential.
• Excellent verbal and written communication skills are necessary.
• Strong desire to provide exceptional service and exceed client expectations.
• Ability to think critically and provide effective solutions to customer queries.
• Must be a strong team player with a collaborative approach to work.
• Excellent organizational and time management abilities to manage multiple tasks effectively.
• Familiarity with standard office software, including CRM systems, is beneficial.

Responsibilities

• Client Interaction: Engage with clients to understand their insurance needs and provide exemplary service, ensuring satisfaction and retention
• Query Resolution: Handle customer inquiries promptly and professionally, providing accurate information and resolving issues to the best of your ability
• Policy Updates: Assist clients with policy changes, cancellations, and any other adjustments they might need
• Claims Support: Guide clients through the process of filing claims, providing support and clarity at each step
• Record Management: Maintain accurate client records and document interactions according to company policy
• Team Collaboration: Work closely with the sales and management teams to ensure a seamless experience for clients

Skills

Licensing

Communication Skills

Customer Service Orientation

Problem-Solving

Team Collaboration

Organizational Skills

Tech Proficiency

Tools

CRM systems

Job description

The Matthew Smith Agency in Columbia, MO is seeking a Customer Service Representative to become the face of the agency and deliver personalized service to policyholders. You will support client interactions, process policy updates, guide clients through claims, and collaborate with the sales team to provide tailored insurance solutions.

Ideal candidates have experience in customer service or insurance, strong communication skills, and a proactive, team-oriented mindset.