Licensed Insurance CSR: Growth, Training & Benefits

Chris Vomund - State Farm Agent; Ashland (VA); On-site; USD 36,000 - 54,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Parental leave

Training & development

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Employee discounts

Job summary

Vomund Ins and Fin Svcs Inc, a multi-line State Farm Agency, is seeking a Customer Service Representative to support current customers with a needs-based approach. You will build rapport, educate clients about insurance and financial services, and help customers make informed decisions.

Licensed in Property, Casualty, Life, and Health or willing to obtain licenses; paid training available. This role offers benefits and opportunities for growth within a service-driven environment.

Qualifications

• Licensed in Property, Casualty, Life, and Health Insurance in resident state (or ability to obtain licenses).
• Ability to solve problems using provided resources.
• Comfortable speaking with customers, over the phone or in person.
• Persuasive reasoning and listening skills.

Responsibilities

• Receives and processes payments.
• Processes policy transactions and applications as necessary.
• Answers customer questions regarding policies and accounts.
• Documents customer interactions and transactions according to company guidelines.
• Uses online resources and business partners as necessary.
• Facilitates communications with State Farm Claims as necessary.
• Identifies and suggests additional products and services as may be appropriate for the customer’s needs.
• Refers customers for financial services and investment planning as necessary.
• Calls existing customers to offer additional products and services which may be appropriate.
• Calls existing customers to schedule appointments for account reviews as appropriate.
• Develops leads through personal networking and community events.

Skills

Customer service

Problem solving

Communication

Persuasive listening

Education

High School diploma

Job description

Vomund Ins and Fin Svcs Inc, a multi-line State Farm Agency, is seeking a Customer Service Representative to support current customers with a needs-based approach. You will build rapport, educate clients about insurance and financial services, and help customers make informed decisions.

Licensed in Property, Casualty, Life, and Health or willing to obtain licenses; paid training available. This role offers benefits and opportunities for growth within a service-driven environment.