Insurance Customer Service Pro — Growth & Advancement

Kariromanosf; The Woodlands (TX); On-site; USD 36,000 - 54,000; Full time

Benefits offered by this job

Free uniforms

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Company parties

Competitive salary

Free food & snacks

Job summary

Kari Romano State Farm is seeking a customer service representative to greet clients, manage appointments, handle inquiries, and maintain customer records in our The Woodlands, TX office.

The role requires prior customer service experience, excellent communication and organizational skills, and comfort with sales conversations to offer insurance solutions. Proficiency with Microsoft Office and CRM systems is preferred; bilingual abilities are a plus.

Qualifications

• Previous experience in a customer service role.
• Excellent communication and interpersonal skills, both written and verbal.
• Strong organizational and multitasking abilities.
• Comfortable with engaging in sales conversations.
• Basic computer skills, including Microsoft Office and CRM systems.
• Must be able to pass insurance licenses

Responsibilities

• Greet clients warmly in person and over the phone, directing them to the appropriate team members.
• Manage appointment scheduling and office communications.
• Assist in handling incoming inquiries, process payments and maintaining customer records.
• Engage in sales conversations with prospective and existing clients, identifying opportunities to offer insurance solutions.
• Provide excellent customer service and follow up on client needs.
• Support the team with various administrative tasks and projects.
• Bilingual encouraged to apply.

Skills

Customer service

Communication skills

Organizational skills

Multitasking

Sales conversations

CRM systems

Microsoft Office

Bilingual

Tools

CRM software

Microsoft Office

Job description

Kari Romano State Farm is seeking a customer service representative to greet clients, manage appointments, handle inquiries, and maintain customer records in our The Woodlands, TX office.

The role requires prior customer service experience, excellent communication and organizational skills, and comfort with sales conversations to offer insurance solutions. Proficiency with Microsoft Office and CRM systems is preferred; bilingual abilities are a plus.