Future Opening: Customer Service Representative - State Farm Agent Team Member

Position Overview

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.
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

Requirements

• Interest in marketing products and services based on customer needs
• Excellent interpersonal skills
• Excellent communication skills - written, verbal and listening
• Enthusiasm for the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
• People-oriented
• Organizational skills
• Self-motivated
• Detail oriented
• Proactive in problem solving
• Pride in getting work done accurately and timely
• Ability to work in a team environment
• Ability to multi-task
• Ability to effectively relate to a customer
• Property and Casualty license (must be able to obtain)
• Life and Health license (must be able to obtain)

Qualifications

• Must be able to obtain licenses for Property and Casualty and Life and Health
• Must be able to remain current in product changes, licensing, technical developments, and continuing education

Skills

• Customer service
• Communication
• Marketing
• Problem-solving
• Teamwork

Benefits

• Simplified Individual Retirement Account (Simple IRA)
• Salary plus commission/bonus
• Paid time off (vacation and personal/sick days)

Pay

Salary plus commission/bonus

Schedule

Hours vary based on business needs

Benefits

• Simplified Individual Retirement Account (Simple IRA)
• Paid time off (vacation and personal/sick days)

Location

San Jose, CA