Licensed Insurance Customer Service

AJ Abdelkhalek - State Farm Agency; Sunnyvale (CA); On-site; USD 52,000 - 72,000; Full time

Benefits offered by this job

Base Salary

Paid Time Off

Growth opportunities

Valuable experience

Job summary

AJ Abdelkhalek - State Farm Agency in Sunnyvale, CA seeks a Licensed Customer Service Representative to join our in-office team. The role requires active Property & Casualty licensing along with Life and Health licenses, focusing on value-based conversations and superior customer experience.

Responsibilities include building relationships, delivering prompt insurance support, educating customers, and maintaining a strong work ethic.

Qualifications

• Active Property and Casualty license required.
• Must be able to commute to Sunnyvale, CA; in-office position.
• State Farm Agent Team Member role with licensing requirements.
• Experience in customer service for insurance products is preferred.

Responsibilities

• Establish customer relationships and follow up with customers as needed
• Provide prompt, accurate, and friendly customer service regarding insurance inquiries, eligibility, coverages, policy changes, transfers, claims, and billing
• Educate customers about insurance options using a needs-based review process
• Maintain a strong work ethic with a total commitment to success daily

Skills

Interpersonal skills

Communication skills

People-oriented

Organizational skills

Self-motivated

Detail oriented

Proactive problem solving

Customer service

Teamwork

Multitasking

Education

Property & Casualty license

Life and Health license

Job description

About this position

Licensed Insurance Customer Service

Position Overview

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 Sunnyvale, 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 Salary
• Paid Time Off (vacation and personal/sick days)
• Valuable experience
• Growth potential/Opportunity for advancement within my office

Requirements

• Property & Casualty license (required)
• Life and Health license (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 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. #SMA