Insurance & Financial Services Specialist (Client Relations)

Chris Bryan - State Farm Agent; Roselle (IL); On-site; USD 36,000 - 60,000; Full time

Job summary

State Farm Agent Team Member in Roselle, IL is seeking an Office Representative to focus on customer relationships and insurance services. You will handle inquiries about coverage, billing, and policy changes, while proactively developing leads and scheduling appointments to meet client needs.

The role emphasizes sales-focused activities and a customer-first approach, with licensing that can be obtained after joining the team.

Qualifications

• Sales experience is preferred.
• Customer-focused with strong communication.
• Enthusiastic about insurance and financial products.

Responsibilities

• Establish customer relationships and follow up with customers, as needed.
• Provide prompt, accurate, and friendly customer service, including inquiries about insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

Skills

Sales experience

Customer service

Communication skills

Education

Property and Casualty license

Life and Health license

Job description

State Farm Agent Team Member in Roselle, IL is seeking an Office Representative to focus on customer relationships and insurance services. You will handle inquiries about coverage, billing, and policy changes, while proactively developing leads and scheduling appointments to meet client needs.

The role emphasizes sales-focused activities and a customer-first approach, with licensing that can be obtained after joining the team.