Insurance Customer Advisor | Flexible Hours & Paid Time Off

Catherine Riedstra; San Luis Obispo (CA); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Paid time off

Flexible hours

Growth potential

Hiring bonus up to $1000

Job summary

State Farm Agent Team Member in San Luis Obispo, CA seeks a motivated Customer Service Representative to deliver exceptional service and insurance guidance. This full-time role focuses on building customer relationships, educating clients on options, and generating leads.

Licensing path is available for Property & Casualty and Life & Health. Key responsibilities include needs-based consultations, appointment scheduling, and cross-selling relevant coverages.

Qualifications

• Excellent communication skills and ability to listen actively.
• People-oriented, patient, and adaptable to customers.
• Detail oriented with strong follow-through and accuracy.

Responsibilities

• Establish customer relationships and follow up as needed.
• Educate customers about insurance options using a needs-based approach.
• Develop leads, schedule appointments, identify customer needs, and market products.

Skills

Excellent communication

People-oriented

Detail oriented

Proactive problem solving

Team player

Learn computer functions

Interest in marketing products

Education

Property and Casualty license (must be able to obtain)

Life and Health license (must be able to obtain)

Job description

State Farm Agent Team Member in San Luis Obispo, CA seeks a motivated Customer Service Representative to deliver exceptional service and insurance guidance. This full-time role focuses on building customer relationships, educating clients on options, and generating leads.

Licensing path is available for Property & Casualty and Life & Health. Key responsibilities include needs-based consultations, appointment scheduling, and cross-selling relevant coverages.