Insurance Customer Success & Solutions Specialist

Jay Puccio - State Farm Agent; Fairmont (WV); On-site; USD 25,000 - 60,000; Full time

Benefits offered by this job

Paid time off

Growth potential within agency

Job summary

Jay Puccio - State Farm Agent in Fairmont, WV is seeking a Customer Service Representative to support clients with their insurance and financial service needs. You will establish relationships, answer inquiries, and educate customers on insurance options through a needs-based approach.

The role emphasizes delivering friendly service, meeting sales goals, team collaboration, and ongoing licensing requirements to support Home, Life, and Health products.

Qualifications

• Track record of meeting sales goals or quotas preferred.
• Excellent written, verbal, and listening communication.
• People-oriented with strong organizational skills.
• Self-motivated, detail oriented, and proactive.
• Dedicated to providing outstanding customer service.
• Able to work in a collaborative team.
• Ability to multi-task and relate to customers effectively.
• Property & Casualty license or ability to obtain.
• Life & Health license or ability to obtain.

Responsibilities

• Establish customer relationships and follow up as needed.
• Provide prompt, accurate, friendly service covering inquiries, billing, policy changes, transfers and claims.
• Educate customers on insurance options using a needs-based approach.
• Develop leads, schedule appointments, identify customer needs, and market appropriate products.

Skills

Communication skills

Sales goals

People-oriented

Organizational skills

Self-motivated

Detail oriented

Problem solving

Customer service

Team player

Multi-tasking

Relating to customers

Licensing: P&C

Licensing: Life & Health

Job description

Jay Puccio - State Farm Agent in Fairmont, WV is seeking a Customer Service Representative to support clients with their insurance and financial service needs. You will establish relationships, answer inquiries, and educate customers on insurance options through a needs-based approach.

The role emphasizes delivering friendly service, meeting sales goals, team collaboration, and ongoing licensing requirements to support Home, Life, and Health products.