What are the responsibilities and job description for the Customer Service Representative - State Farm Agent Team Member position at Sally Wolff - State Farm Agent?
Benefits:
- Simple IRA plan
- Opportunities for professional development and growth
- Supportive and collaborative team environment
- Paid time off and holidays
- Competitive salary and performance incentives
- Training & development
ROLE DESCRIPTION:
As a Customer Service Representative with Sally Wolff State Farm Agency, 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:
RESPONSIBILITIES:
- Respond promptly and professionally to customer inquiries via phone, email, and in-person.
- Assist clients with understanding their insurance policies, coverage options, and billing questions.
- Support the claims process by gathering necessary information and guiding customers through procedures.
- Maintain accurate and detailed client records in the agency management system.
- Collaborate with agents and team members to resolve customer issues and provide timely solutions.
- Schedule appointments and follow up with clients as needed.
- Identify opportunities to cross-sell or upsell additional insurance products.
- Uphold company policies, procedures, and compliance standards.
- Contribute to a positive and welcoming office environment.
QUALIFICATIONS:
- High school diploma or equivalent; additional education or certifications in insurance or customer service is a plus.
- Previous customer service experience.
- Excellent verbal and written communication skills.
- Strong organizational skills with attention to detail.
- Ability to multitask and prioritize in a fast-paced environment.
- Proficiency with computers and familiarity with agency management software.
- Friendly and empathetic demeanor with a genuine desire to help customers.
- Team player with a positive attitude and willingness to learn.
- Must be able to obtain MN Property & Casualty Insurance License