Licensed Insurance Front Desk & Client Relations Specialist

Pamjohnson; Gilbert, Northern (AZ, KY); Hybrid; USD 32,000 - 37,000; Full time

Benefits offered by this job

Health insurance

401(k) matching

Bonus based on performance

Free food & snacks

Job summary

State Farm is seeking a Customer Relations Representative to manage the front desk, assist customers in person and by phone, handle billing and questions, provide claims assistance, and support daily agency operations. This role emphasizes customer service with opportunities to connect clients with licensed team members for product discussions.

The position is full-time and in-office in Gilbert, AZ, with a schedule from 8:30am to 5:00pm on weekdays and some Saturdays.

Qualifications

• Current Property & Casualty insurance license & maintain licensing and continuing education requirements
• Reliable, punctual attendance - able to be present and ready to work at scheduled start time
• Strong customer service and interpersonal communication skills.
• Comfortable with phone-based outreach and follow-up calling.
• Detail-oriented with strong organizational and data-entry skills.
• Ability to prioritize and manage time effectively when multiple customers/tasks need attention
• Sound judgment on when to handle a situation independently vs. escalation to a supervisor or teammate

Responsibilities

• Greet all visitors and answer incoming calls promptly and professionally
• Determine caller/visitor needs and connect them with the correct team member
• Review account notes before assisting or transferring, to avoid repeats
• Maintain a professional, organized front-office environment
• Accept and process customer payments (in person and by phone)
• Explain bill changes and resolve routine billing issues at the front desk
• Assist customers reporting claims; file glass claims directly
• Schedule and maintain appointments/calendars for the team
• Make outbound calls to set or follow up on appointments
• Complete assigned system tasks and create follow-up tasks
• Use tasks/calls to flag customers who should speak with a licensed agent
• Make birthday calls and send welcome, sympathy, greetings etc.
• Support marketing campaigns and outbound customer outreach lists
• Mention relevant products/services when appropriate and route interested customers

Skills

Customer service

Interpersonal communication

Phone-based outreach

Detail-oriented

Prioritization

Time management

Decision making

Punctuality

Job description

State Farm is seeking a Customer Relations Representative to manage the front desk, assist customers in person and by phone, handle billing and questions, provide claims assistance, and support daily agency operations. This role emphasizes customer service with opportunities to connect clients with licensed team members for product discussions.

The position is full-time and in-office in Gilbert, AZ, with a schedule from 8:30am to 5:00pm on weekdays and some Saturdays.