Customer Service Manager - State Farm Agent Team Member

Position Overview: To oversee all office daily functions ensuring workflow and employee productivity are maximized to sustain continued agency growth and employee development. Clarify and fulfill customer requests/needs by presenting various selections of products and services providing pricing information as requested.

Benefits:

• Bonus based on performance
• Competitive salary
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Dental insurance
• Vision insurance

Position Overview:
To oversee all office daily functions ensuring workflow and employee productivity are maximized to sustain continued agency growth and employee development.

Duties and Responsibilities:

• OFFICE ADMINISTRATION AND MANAGEMENT
  • Build relationship with the team and provide daily on-the-spot training and coaching.
  • Assist in staff assessment, weekly one-one-ones, lead team meetings and report findings back to Agent
  • Point person for Agent to deliver messages to team on priorities
  • Back-end office administration to include office scheduling, PTO requests, payroll, commission reports
  • Assist in hiring, employee onboarding, training, and evaluations
  • Finalize monthly commission and chargebacks (assist sales team with Underwriting issues)
  • Monthly compliance monitoring for sales team - EUR, input report, low mileage
  • Point of contact for any internal employee issues
• SALES DEVELOPMENT AND MANAGEMENT
  • Develop and retain commercial accounts to include commercial servicing and follow up
  • Ensure entire team “wins the day” and on pace to hit promotions and team bonus
  • Responsible to coach sales team to hit commission targets and daily expectations.
  • Quote all product lines as licensed for and follow-up with customers to close sales.
  • Use a customer-focused, needs-based review process to educate customers about insurance options.
  • Promote and effectively sell company products and supplies using established company sales techniques.
  • Clarify and fulfill customer requests/needs by presenting various selections of products and services providing pricing information as requested.
  • Understand and respond to customer delivery needs by interfacing with internal personnel.
  • Understand and support established sales policies and procedures.
  • Process all paperwork for orders to include quotes, applications, and related documentation.
  • Resolve customer concerns in an expeditious and tactful manner.
  • Perform other related duties as assigned.