Account Representative - State Farm Agent Team Member

Customer Service Excellence: Provide prompt, accurate, and friendly customer service, addressing inquiries related to insurance availability, eligibility, coverage options, policy changes, transfers, claim submissions, and billing clarifications. ROLE DESCRIPTION: The Jack Boyajian Insurance Agency is seeking an organized and efficient Customer Relations Representative to support our insurance agents in attracting and retaining customers.

Benefits:

• 401(k) matching
• Competitive salary
• Flexible schedule
• Paid time off

ROLE DESCRIPTION:
 
The Jack Boyajian Insurance Agency is seeking an organized and efficient Customer Relations Representative to support our insurance agents in attracting and retaining customers. In this versatile role, your attention to detail, commitment to client relations, and sales-oriented mindset will be essential. As a motivated professional thriving in a fast-paced environment, your contributions will pave the way for career growth and increased earning potential.
 
 We are excited to welcome your energy and innovative marketing perspective to our team as we strive for collective success.
  
RESPONSIBILITIES:
 

• Licensing Requirement: Must possess a valid Property and Casualty License.
• Customer Relationship Management: Establish and nurture strong customer relationships through effective follow-up and communication.
• Customer Service Excellence: Provide prompt, accurate, and friendly customer service, addressing inquiries related to insurance availability, eligibility, coverage options, policy changes, transfers, claim submissions, and billing clarifications.
• Needs-Based Consultations: Utilize a customer-focused, needs-based review process to educate clients about available insurance options tailored to their individual needs.
• Effective Communication: Leverage exemplary communication skills to efficiently meet customer needs while promoting the growth of our business.
• Solicit Feedback: Actively request online reviews and referrals from satisfied clients to enhance the agency's reputation and reach.
• Team Support: Assist team members in achieving office service goals, collaborating on initiatives to improve overall customer satisfaction and service efficiency.
• Task Management: Ensure that service-related tasks are appropriately managed and do not get redirected to the sales team.
• Client Payment Processing: Accurately process client payments and maintain detailed payment records.
• Document Management: Timely email necessary documents to clients in a professional manner to enhance communication and service delivery.
• Proactive Client Communication: Reach out to clients via call, text, or email to obtain any required items for their policies and ensure they have everything needed for a seamless experience.
• Online Access Enablement: Assist clients in setting up and accessing their online accounts for improved service delivery and convenience.

QUALIFICATIONS:
 

• Strong dedication to delivering exceptional customer service.
• Must hold or be able to obtain a valid Property and Casualty License.
• Ability to obtain a Life/Health License.
• Proven ability to achieve mutually agreed-upon marketing goals.
• Interest in marketing products and services based on customer needs and preferences.

BENEFITS:
 

• Competitive salary with commission and bonus opportunities.
• Great hours.
• Paid time off, including vacation and personal/sick days.
• Opportunities for professional growth and advancement within the agency.
• Matching 401K