Licensed Insurance Customer Service

StaffMyAgency; Pleasanton (CA); On-site; USD 38,000 - 64,000; Full time

Benefits offered by this job

Base pay with bonus and commission

Paid Time Off

Family Leave

Growth opportunities

Job summary

StaffMyAgency in Pleasanton, CA is seeking a Licensed Customer Service Representative to join State Farm Agent Team. An active P&C license is required and in-office position.

Candidates should have life and health licenses and be ready for value-based conversations and excellent customer experience. State Farm experience preferred.

The role offers base pay with bonus and commission, PTO, family leave, and growth potential within the office.

Qualifications

• Active Property & Casualty license required.
• Life and Health license required.
• Recent State Farm experience preferred.
• Ability to work in a team and multi-task.
• Excellent communication and interpersonal skills.

Responsibilities

• Establish customer relationships and follow up with customers as needed.
• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Maintain a strong work ethic with a total commitment to success each and every day.

Skills

Interpersonal skills

Communication skills

Teamwork

Multi-tasking

Self-motivated

Detail oriented

Organizational skills

Tools

CRM software

Computer literacy

Job description

Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Licensed Customer Service Representative - State Farm Agent Team Member. Active Property and Casualty license is required.

We seek an licensed energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. Only candidates who meet the following criteria will be considered for this role:

1. Must have an active Property and Casualty insurance license.

2. Must be able to make the commute to our agency location in Pleasanton, CA. This is an in-office position.

Responsibilities include but not limited to:

• Establish customer relationships and follow up with customers, as needed
• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification
• Use a customer-focused, needs-based review process to educate customers about insurance options
• Maintain a strong work ethic with a total commitment to success each and every day

As an Agent Team Member, you will receive...

• Base hourly pay plus Bonus and Commission
• Paid Time Off (vacation and personal/sick days)
• Family Leave
• Growth potential/Opportunity for advancement within my office

Requirements

• Property & Casualty license (required)
• Life and Health license (required)
• Recent State Farm experience preferred
• 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 remain current in product changes, licensing, technical developments, and continuing education

Disclosure

This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm.

We are an Equal Opportunity Employer and encourage applications from individuals of all backgrounds and experience levels.