Insurance Customer Service

John Ryce - State Farm Agency; Wexford (Allegheny County); On-site; USD 22,000 - 30,000; Full time

Benefits offered by this job

Monthly bonuses

Paid time off

Training & development

Job summary

John Ryce - State Farm Agency is seeking an Insurance Customer Service professional to serve as a Customer Retention/Billing Specialist. You will greet clients, handle inquiries, manage appointments, and maintain accurate client records.

The role involves processing insurance forms, updating agency systems, and assisting with billing inquiries and payments. A license and prior insurance or administrative experience are preferred, with potential for growth.

Qualifications

• Property and Casualty license required or in progress.
• Experience in insurance or financial services preferred.
• Administrative or customer service experience required.

Responsibilities

• Greet clients, answer calls, respond to emails and inquiries.
• Manage schedules, book appointments, and maintain office supplies.
• Process forms, manage client files, ensure paperwork is complete and filed.

Skills

Customer service

Communication

Data entry

Multitasking

Organization

Education

Property and Casualty license

Tools

Microsoft Office

Agency management software

Job description

About this position

Insurance Customer Service

State Farm Agent is a leading insurance agency dedicated to providing exceptional service to our clients. We are currently seeking a dynamic individual to join our team as a Customer Retention/Billing Specialist - State Farm Agent Team Member.

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 include, but not limited to:

• Greet clients, answer phone calls, respond to emails, and handle client inquiries.
• Manage schedules, book appointments, and maintain office supplies.
• Prepare and process insurance forms, manage client files, and ensure all paperwork is accurately completed and filed.
• Enter client information into the agency management system and update records as necessary.
• Handle billing inquiries, process payments, follow up on overdue accounts.
• Act as a liaison between clients and agents, ensuring clear and effective communication.
• Assist in organizing marketing events, preparing promotional materials, and managing social media accounts.
• Provide preliminary assistance to clients in the claims process, ensuring proper documentation and communication with claims adjusters.

Benefits:

• Base hourly pay
• Monthly Bonuses based on performance
• Paid time off
• Training & development

Requirements:

• Property and Casualty license.
• Previous insurance experience preferred (State Farm)
• Previous administrative or customer service experience, preferably in an insurance or financial services setting.
• Proficiency in Microsoft Office Suite and familiarity with agency management software.
• Excellent verbal and written communication skills.
• Strong organizational skills with the ability to multitask and prioritize tasks effectively.
• Friendly and professional demeanor with a strong focus on customer satisfaction.
• High level of accuracy in data entry and document preparation.
• Ability to work independently, handle client issues, and find effective resolutions.

If you are motivated to succeed and can see yourself in this role, please submit your resume. We will follow up with you on the next steps in the interview process.

This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm.

Salary Information