Receptionist - State Farm Agent Team Member

Jessica Scharf - State Farm Agent

Bellevue, WA

JOB DETAILS
SKILLS
Billing, Business Operations, Computer Skills, Customer Experience, Customer Relationship Management (CRM), Customer Relationship Management (CRM) Systems, Customer Support/Service, Dental Insurance, Detail Oriented, Documentation, Employee Assistance Plan, Health Insurance, Identify Issues, Information Technology & Information Systems, Insurance, Interpersonal Skills, Mentoring, Microsoft Office, Multitasking, Organizational Skills, Pricing, Problem Solving Skills, Risk Analysis, Sales, Service Delivery, Team Building, Telehealth, Time Management, Training/Teaching, Vision Plan
LOCATION
Bellevue, WA
POSTED
30+ days ago
Benefits:
  • Telehealth
  • Employee Assistance Program
  • Weekends Off
  • Hands On Training
  • Opportunity for Commissions
  • Health Savings Account
  • Team Environment
  • Paid Sick Leave
  • Team Building Activities
  • Incentive Lunches
  • 401(k) matching
  • Bonus based on performance
  • Company parties
  • Competitive salary
  • Dental insurance
  • Free food & snacks
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • Vision insurance

ROLE DESCRIPTION:
Jessica Scharf State Farm of Bellevue is a leading insurance agency focused on delivering consultative service to our customers, while growing our client base. We’re seeking a dynamic Director of First Impressions to join our team.

The ideal candidate is highly organized, detail-oriented, fast-paced, and skilled at multitasking. You’ll help create a welcoming, positive experience for every customer and play an active role as the backbone of business operation. If you thrive in a fast paced, high energy, multi-faceted environment and are eager to learn, be mentored, receive hands-on training, and grow professionally, we’d love to hear from you.
 
RESPONSIBILITIES: 
  • Providing customer service for policies, billing, claims, and general account support
  • Supporting claims by taking key information, explaining next steps, and updating customers on status
  • Collecting and entering accurate information into company systems/CRM
  • Making sure requests are completed correctly and timely, following internal processes and compliance rules
  • Handling policy and coverage questions (within assigned limits) and helping customers understand options
  • Documenting interactions and maintaining clear, consistent case notes
  • Resolving issues by troubleshooting problems and escalating when needed
  • Maintaining professionalism and empathy, especially with customers in stressful situations
  • Ask targeted questions to assess risk areas (auto, home, renters, umbrella, life, etc.) and gather accurate details.
  • Recommend solutions based on the need, using clear explanations of benefits, tradeoffs, and pricing in plain language.
QUALIFICATIONS: 
  • Strong interest in a people-focused business and providing exceptional customer service with high communication volume via phone, text, and email.
  • Previous experience in people-based business.
  • Communication and interpersonal skills.
  • Organizational and multitasking abilities.
  • Comfortable with engaging in sales conversations and asking questions 
  • Basic computer skills, including Microsoft Office and CRM systems.

About the Company

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Jessica Scharf - State Farm Agent