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Customer Service Manager - State Farm Agent Team Member

Jake Pinto - State Farm Agent

Roseville, CA

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JOB DETAILS
SKILLS
Administrative Skills, Billing, Calendar Management, Communication Skills, Customer Relations, Customer Retention/Renewal, Customer Service Management, Customer Support/Service, Detail Oriented, Farm Management, Health Insurance, Insurance, Insurance Documentation, Insurance Sales, Life Insurance, Maintenance Services, Marketing, Multitasking, Operations Management, Organizational Skills, Problem Solving Skills, Property and Casualty Insurance, Resolve Customer Issues, Sales, Sales Support, Service Delivery, Team Player, Telephone Skills, Underwriting
LOCATION
Roseville, CA
POSTED
30+ days ago
Benefits:
  • Competitive salary
  • Paid time off
  • Signing bonus
  • 401(k)

ROLE DESCRIPTION: 
Are you an energetic, enthusiastic problem-solver with a can-do attitude? Do you thrive in a fast-paced, modern, high-demand environment where no two days are the same? The Jake Pinto State Farm Insurance agency is looking for a Customer Service Manager to be the backbone of our agency operations. 
You'll be on the front lines, assisting customers in person and on the phone, handling service requests from both customers and underwriters, answering questions about insurance policies, billing, and providing or processing insurance documents.
You'll also support the sales team and help the agent stay organized and efficient, ensuring the office runs efficiently.
Your energy, problem-solving skills, customer service skills, and ability to multitask, keep the office moving smoothly, allowing the team to focus on growth, sales, and delivering outstanding service to every customer.


WHO WE ARE:
We're a dynamic team of insurance sales professionals working in a faced paced, modern office, and looking for our next great Customer Service Manager. The Jake Pinto State Farm Insurance agency is an established, growth-oriented agency powered by a team of motivated, enthusiastic, individuals who take pride in providing exceptional service to our customers.
Our success comes from creating a workplace that is modern, fun, and energetic. A place where people enjoy coming to work each day.
We combine industry expertise with a forward-thinking approach to consistently achieve outstanding sales results.
If you're self-motivated, hardworking, organized, detail oriented, and passionate about helping customers, supporting a team's success, and keeping the office running efficiently, we'd love to meet you and talk about the opportunity we have to offer.

RESPONSIBILITIES: 
  • Answer all incoming phone calls promptly and professionally, providing accurate information, and directing calls as needed.
  • Assist walk-in customers and respond to email, and online inquiries regarding insurance availability, eligibility, coverages, policy changes, additions, billing and issue resolution.
  • Process service requests and daily tasks from underwriters efficiently and accurately using State Farm provided resources.
  • Establish and maintain long-lasting customer relationships, identifying opportunities for retention, marketing, and sales support.
  • Support the sales team members, helping with the sales process, retention efforts, and resolving customer issues.
  • Perform administrative tasks for the agent and agency, including screening and directing phone calls, and scheduling appointments.
  • Manage office operations to ensure a clean, organized, and efficient workspace, including office events and promotional activities.
QUALIFICATIONS:
  • Prior insurance or customer service experience strongly preferred.
  • Ability to work independently without supervision, in a fast-paced, high-demand environment while staying organized and focused.
  • Strong multitasking skills with a proactive, solution-oriented approach to problem-solving.
  • Excellent communication skills with the ability to confidently interact with customers.
  • Ability to deliver exceptional customer service and strengthen customer relationships for retention.
  • Quick, energetic, enthusiastic, and team oriented, with a passion for helping customers and supporting a team's success.
  • Possess or able to obtain Property and Casualty Insurance License
  • Possess or able to obtain Life and Health Insurance License
BENEFITS:
  • Competitive hourly pay.
  • Opportunities for growth.
  • Paid time off, including holidays, birthday, vacation, and personal/sick days.
  • Valuable career-building experience.

About the Company

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Jake Pinto - State Farm Agent

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