Customer Relations Representative - State Farm Agent Team Member

Trifunovic Insurance and Financial Services - State Farm Agent

San Marcos, CA

JOB DETAILS
SKILLS
Business Development, Communication Skills, Community Support, Customer Experience, Customer Relations, Customer Support/Service, Customer Training, Detail Oriented, Financial Services, Insurance, Problem Solving Skills, Resolve Customer Issues, Revenue Growth, Training/Teaching
LOCATION
San Marcos, CA
POSTED
30+ days ago
Benefits:
  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Opportunity for advancement
  • Paid time off
  • Parental leave
  • Company parties
  • Training & development

ROLE DESCRIPTION: 
As a Customer Relations Representative - State Farm Agent Team Member with Trifunovic Insurance and Financial Services - State Farm Agent, you will generate the kind of exceptional client experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you an ideal fit. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support. 

We look forward to connecting with you if you are the ideal customer-focused and empathetic team member we are searching for. We anticipate internal growth opportunities for especially driven and sales-minded candidates.  

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.
  • Use exemplary communication to efficiently meet the needs of customers while promoting the development of our business. 
QUALIFICATIONS:
  • Dedicated to customer service
  • Able to effectively relate to a customer, answer their questions, and anticipate their needs.
  • Excellent communication skills to assist customers and coordinate with other agency team members
  • Proactive in problem-solving
Please note: Though each position has a unique focus, sales plays a major role in every position

About the Company

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Trifunovic Insurance and Financial Services - State Farm Agent