Insurance Customer Success & Solutions Specialist

Jimedington; Portland (OR); On-site; USD 33,062 - 41,328; Full time

Benefits offered by this job

Simple IRA

Salary plus commission/bonus

Paid time off (vacation and personal/s

Job summary

State Farm agents are independent contractors serving customers with insurance and financial services. This role involves building relationships, delivering prompt service, and educating clients on insurance options.

Key duties include lead development, appointment setting, and ensuring accurate processing of policies and billing matters. Licensing in Property & Casualty and Life/Health is required or must be obtainable; compensation includes salary plus commission and PTO offerings.

Qualifications

• Requires interest in marketing products based on customer needs.
• Excellent interpersonal and communication skills (written, verbal, listening).
• Enthusiastic about insurance/financial products and their role in managing risks.

Responsibilities

• Establish customer relationships and follow up as needed.
• Provide prompt, accurate, friendly customer service including inquiries on insurance availability, coverages, policy changes, transfers, claims, and billing.
• Educate customers about insurance options using a needs-based review process.
• Develop leads, schedule appointments, identify customer needs, and market products.
• Maintain a strong work ethic with commitment to success daily.

Skills

Interpersonal skills

Communication skills

People-oriented

Organizational skills

Self-motivated

Detail oriented

Problem solving

Teamwork

Multitasking

Customer relationship

Education

Property and Casualty license (obtainable)

Life and Health license (obtainable)

Job description

State Farm agents are independent contractors serving customers with insurance and financial services. This role involves building relationships, delivering prompt service, and educating clients on insurance options.

Key duties include lead development, appointment setting, and ensuring accurate processing of policies and billing matters. Licensing in Property & Casualty and Life/Health is required or must be obtainable; compensation includes salary plus commission and PTO offerings.