Licensed Insurance CSR — Growth & Client Experience

Patrick Hall State Farm Agency; Monument (CO); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Base pay + commission

Paid time off

Health benefits

Retirement plan with match

Growth potential

Job summary

Patrick Hall State Farm Agency in Monument, CO seeks a Licensed Customer Service Representative to join their agent team. This role emphasizes value-based conversations and delivering a remarkable customer experience, with income growth potential through commissions and performance.

You will establish relationships, respond to inquiries about auto, home, life and health insurance, assist with policy changes, billing and claims, and stay current on licensing and product updates as part of a

Qualifications

• Auto, Fire, Life and Health licenses (required)
• Excellent interpersonal skills
• Excellent communication skills - written, verbal and listening
• People-oriented
• Organizational skills
• Self-motivated
• Detail oriented
• Proactive in problem solving
• Dedicated to customer service
• Able to learn computer functions
• Pride in getting work done accurately and timely
• Ability to work in a team environment
• Ability to multi-task
• Provide timely and thorough activity reports to agent
• Selected candidate is expected to stay current in licensing and product changes

Responsibilities

• Establish customer relationships and follow up with customers as needed.
• Provide prompt, accurate, and friendly customer service including inquiries on insurance availability, coverages, policy changes, transfers, claims, and billing.
• Educate customers about insurance options using a needs-based approach.
• Maintain a strong work ethic and commitment to success each day.

Skills

Interpersonal skills

Communication skills

Team orientation

Multi-tasking

Self-motivation

Detail oriented

Organizational skills

Proactive problem solving

Computer literacy

Job description

Patrick Hall State Farm Agency in Monument, CO seeks a Licensed Customer Service Representative to join their agent team. This role emphasizes value-based conversations and delivering a remarkable customer experience, with income growth potential through commissions and performance.

You will establish relationships, respond to inquiries about auto, home, life and health insurance, assist with policy changes, billing and claims, and stay current on licensing and product updates as part of a