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Customer Service Representative - State Farm Agent Team Member

Paul Cashman - State Farm Agent

Santa Barbara, CA

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JOB DETAILS
SKILLS
Background Investigation, Banking Services, Claims Processing, Communication Skills, Community Support, Customer Experience, Customer Relations, Customer Support/Service, Dental Insurance, Detail Oriented, Establish Priorities, Health Insurance, Insurance, Insurance Regulations, Interpersonal Skills, Mail Processing, Multilingual, Multitasking, Organizational Skills, Presentation/Verbal Skills, Reimbursement, Resolve Customer Issues, Revenue Growth, Team Player, Track Customer Issues, Training/Teaching, Vision Plan, Writing Skills
LOCATION
Santa Barbara, CA
POSTED
16 days ago
Benefits:
  • Simple IRA
  • License reimbursement
  • Competitive salary
  • Training & development
  • Bonus based on performance
  • Dental insurance
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Vision insurance

ROLE DESCRIPTION:
As a Customer Service Representative - State Farm Agent Team Member with Paul Cashman - State Farm Agent, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you a 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 customer-focused and empathetic team member we are searching for. We anticipate internal growth opportunities for especially driven and sales-minded candidates. 

RESPONSIBILITIES:
  • Answer customer inquiries and provide policy information.
  • Assist customers with policy changes and updates.
  • Process insurance claims and follow up with customers.
  • Maintain accurate records of customer interactions.
  • Provide prompt, accurate, and friendly customer service. Service includes telephones, in-person walk ins, mail processing, banking, processing payments, assisting other agency team members as needed.
  • Comply with insurance standards and regulations
  • Attend training sessions, courses, to obtain your insurance license
  • Professional dress and appearance in office
QUALIFICATIONS:
  • Bilingual, written, and verbal
  • Ability to build rapport with customers
  • Excellent interpersonal, written and verbal communication skills.
  • Excellent organizational skills, able to prioritize and multitask
  • Works well in a team setting, as well as on your own
  • Must possess critical thinking attributes and detailed-oriented skills
  • Must adhere to strong ethics and integrity
  • Insurance experience is preferred, but not necessary.
  • Property and Casualty License (must be able to obtain)
  • Must be able to pass a background check 

About the Company

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Paul Cashman - State Farm Agent

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