Insurance Customer Service Specialist

State Farm Insurance Sandra Serna A; Texas; On-site; USD 38,000 - 54,000; Full time

Benefits offered by this job

Competitive Pay

Professional Development

401k Retirement

Health Program

Career Advancement

Job summary

Sandra Serna State Farm Insurance is seeking a Personal Lines Customer Service Specialist to maintain and maximize relationships with personal lines clients, servicing auto, home, and life insurance in Texas.

You will service clients in person, online, by phone, and in writing; provide coverage recommendations, process policy changes and billing; and support renewals while building strong client relationships.

Qualifications

• Bilingual English/Spanish is required and valued.
• Active Property and Casualty General Lines license is required.
• Must possess a valid driver’s license with reliable transportation.
• Strong knowledge of insurance products for personal lines and related processes.
• Experience in business-to-business insurance customer service is a plus.
• Customer-focused, professional, and able to maintain client relationships.
• Excellent organizational, written, and verbal communication skills.
• Comfort with agency management systems and tech tools.

Responsibilities

• Service new and existing clients in person, online, by phone, and through written communication.
• Foster and maintain excellent relationships with clients via regular follow-up and timely service requests.
• Provide best coverage recommendations, process policy changes, and handle billing; explain coverages and rates.
• Foster client relationships through timely quotations and general account support.
• Support and prepare clients for renewal and retention; maintain strong relationships.
• Anticipate and respond to client needs and follow up accordingly.
• Monitor, review and report on key metrics to ensure targets are met and document activities.
• Collaborate with team, mentor staff, and participate in meetings as needed.
• Maintain ongoing education on industry developments, products, legislation, and tech.

Skills

Strong bilingual English/Spanish

Active Property & Casualty license

Valid driver’s license & reliable car

Insurance product knowledge

B2B insurance CS experience

People-oriented & assertive

Organizational & time management

Agency management systems proficiency

Job description

Job Description

The Personal Lines Customer Service Specialist at Sandra Serna State Farm Insurance is responsible for maintaining and maximizing relationships with personal lines clients and for servicing the book of business. Build and develop customer relationships within our customer base and provide above and beyond customer service for our State Farm clients including auto, home and life insurance.

Benefits/Perks:

• Competitive Pay


• Professional Development


• 401k Retirement


• Health Program


• Career Advancement

Responsibilities:

• Service new and existing clients in person, online, by phone, and through written communication.


• Foster and maintain excellent relationships with clients through regular follow-up, accurate and timely service requests, and general account support. Anticipate, respond to, and follow up on all existing client needs.


• Provide best coverage recommendations for the insured, process policy changes, and billing functions; follow up as necessary with customers and other documentation. Explain policies to insured and educate them on coverages and rates.


• Foster and maintain excellent relationships with customers through regular follow-up, timely quotations, and general account support.


• Support and prepare clients for renewal and retention, and maintain strong client relationships.


• Anticipate, respond to, and follow up on all existing client needs.


• Monitor, review, and report on key metrics to ensure customer service targets are achieved and execute service activity documentation in a timely, accurate, and professional manner.


• Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.


• Maintain CE and participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.

Qualifications:

• Strong Bilingual Skills- English/Spanish


• Active Property and Casualty General Lines License (required)


• Possess a valid driver’s license and a source of reliable transportation.


• Demonstrate strong knowledge of insurance products with atleast 1 year of strong and fast paced customer service in the insurance industry for personal lines, rating procedures, underwriting procedures, coverages, and industry operations to effectively retain and maintain the existing client base.


• Have a proven track record of business-to-business insurance customer service success. Possess strong presentation, persuasion, and customer service skills with the ability to quickly and efficiently assist customers.


• Be people-oriented, customer-focused, and professionally assertive in maintaining relationships and servicing existing clients.


• Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making, and superior written and verbal communication skills.


• Have excellent time management skills, thrive in a team environment, and Technology and Computer proficiency including agency management systems.