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Customer Retention/Billing Specialist

Bob Wylin - State Farm Agency

BOCA RATON, FLORIDA

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JOB DETAILS
SKILLS
Administrative Skills, Billing, Calendar Management, Claims Processing, Communication Skills, Customer Relations, Customer Retention/Renewal, Customer Satisfaction, Customer Support/Service, Data Entry, Detail Oriented, Documentation, Establish Priorities, Event Management, File Management, Financial Services, Insurance, Licensing, Marketing, Microsoft Office, Multitasking, Organizational Skills, Past Due Accounts, Presentation/Verbal Skills, Resolve Customer Issues, Retirement Plan, Sales Management, Schedule Development, Social Media, Systems Maintenance, Telephone Skills, Training Program, Training/Teaching, Writing Skills
LOCATION
BOCA RATON, FLORIDA
POSTED
30+ days ago
ROLE DESCRIPTION:

State Farm Agent is a leading insurance agency dedicated to providing exceptional service to our clients. We are currently seeking a dynamic individual to join our team as a Customer Retention/Billing Specialist - State Farm Agent Team Member.

Our ideal candidate is highly organized, detail-oriented, and committed to contributing to a positive and productive workplace. If you thrive in a supportive role and are eager to learn and grow within the insurance industry, we invite you to apply and become a valued member of our team.

RESPONSIBILITIES:
  • Greet clients, answer phone calls, respond to emails, and handle client inquiries.
  • Manage schedules, book appointments, and maintain office supplies.
  • Prepare and process insurance forms, manage client files, and ensure all paperwork is accurately completed and filed.
  • Enter client information into the agency management system and update records as necessary.
  • Handle billing inquiries, process payments, follow up on overdue accounts.
  • Act as a liaison between clients and agents, ensuring clear and effective communication.
  • Assist in organizing marketing events, preparing promotional materials, and managing social media accounts.
  • Provide preliminary assistance to clients in the claims process, ensuring proper documentation and communication with claims adjusters.

BENEFITS:
  • Monthly Bonuses based on performance
  • Opportunity for advancement
  • Paid time off
  • Health Insurance
  • Retirement Plan
  • Training & development

QUALIFICATIONS:
  • Must be able to obtain FL 4-40 Customer Representative License
  • Knowledge of Citizens and EasyLink a must.
  • Previous insurance experience preferred (State Farm)
  • Previous administrative or customer service experience, preferably in an insurance or financial services setting.
  • Proficiency in Microsoft Office Suite and familiarity with agency management software.
  • Excellent verbal and written communication skills.
  • Strong organizational skills with the ability to multitask and prioritize tasks effectively.
  • Friendly and professional demeanor with a strong focus on customer satisfaction.
  • High level of accuracy in data entry and document preparation.
  • Ability to work independently, handle client issues, and find effective resolutions.


If you are motivated to succeed and can see yourself in this role, please submit your resume. We will follow up with you on the next steps in the interview process.

This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.

    About the Company

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    Bob Wylin - State Farm Agency