Licensed Insurance Customer Service

AJ Abdelkhalek - State Farm Agency

Sunnyvale (CA)

On-site

USD 42,000 - 54,000

Full time

2 days ago
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Benefits offered by this job

Base salary
Paid time off
Valuable experience
Growth opportunities

Job summary

AJ Abdelkhalek - State Farm Agency in Sunnyvale, CA is seeking a Licensed Customer Service Representative to join their team. The role requires an active Property and Casualty license and offers in-person service to clients, policy changes, billing questions, and claims assistance.

This position emphasizes value-based conversations and exceptional customer experience, with opportunities for growth within the office and a base salary, PTO, and professional development.

Qualifications

  • Active Property and Casualty license required.
  • Life and Health license required.
  • Strong communication and customer service skills.
  • Must be able to commute to Sunnyvale, CA; in-office position.

Responsibilities

  • Establish relationships and follow up with customers.
  • Provide prompt, accurate customer service for inquiries on coverage, eligibility, changes, transfers, billing and claims.
  • Educate customers on insurance options using a needs-based approach.
  • Maintain a strong work ethic and reliability.

Skills

Interpersonal skills
Communication skills
People oriented
Multitasking
Teamwork
Detail oriented
Problem solving
Customer service
Computer skills

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

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