Insurance Customer Specialist — Flexible Hours & Growth

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

Advancement opportunities within theAg

Job summary

Catherine Riedstra is seeking a Customer Service Representative to join a State Farm agent team in San Luis Obispo, CA. The role focuses on helping customers with their insurance and financial needs and requires strong communication and a customer-focused approach.

You will establish relationships, educate clients about insurance options using a needs-based review, develop leads, and schedule appointments. Licensing in Property & Casualty and Life/Health can be obtained after hire.

Qualifications

• Interest in marketing products and services based on customer needs.
• Excellent communication skills - written, verbal and listening.
• People-oriented and detail oriented.
• Proactive in problem solving.
• Able to learn computer functions and work in a team environment.
• Licensing: Property & Casualty and Life & Health (obtainable).

Responsibilities

• Establish customer relationships and follow up with customers, as needed.
• Use a needs-based review process to educate customers about insurance options.
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

Skills

Excellent communication

People-oriented

Detail oriented

Proactive in problem solving

Able to learn computer functions

Ability to work in a team environment

Interest in marketing products and in:

Education

Licenses: Property and Casualty (must be able to obtain) Life and Health (must be able to obtain)

Job description

Catherine Riedstra is seeking a Customer Service Representative to join a State Farm agent team in San Luis Obispo, CA. The role focuses on helping customers with their insurance and financial needs and requires strong communication and a customer-focused approach.

You will establish relationships, educate clients about insurance options using a needs-based review, develop leads, and schedule appointments. Licensing in Property & Casualty and Life/Health can be obtained after hire.