Office Representative - State Farm Agent Team Member

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.
• Work with the agent to develop and maintain a digital marketing system to promote the office.
• Develop leads, schedule appointments, and record follow-ups to drive a deep retention record.
• Work with the agent to identify and support local community events in our market.
• Work with the agent to help manage our customer onboarding and offboarding processes.

Requirements

• Interest in marketing products and services based on customer needs
• Excellent interpersonal skills
• Excellent communication skills - written, verbal and listening
• Enthusiastic about 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
• Possesses a high-level of organizational skills
• Self-motivated
• Detail oriented
• Proactive in problem solving
• Dedicated to customer service
• Able to learn computer functions
• Experience in a variety of computer applications, particularly Windows
• Pride in getting work done accurately and timely
• Able to work in a team environment
• Able to multi-task
• Property and Casualty license (must be able to obtain)
• Life and Health license (must be able to obtain)

Benefits

Hourly pay plus commissions for policies written
Paid time off (vacation and personal/sick days)
Valuable experience