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Customer Service Representative - State Farm Agent Team Member Clayton, CA

Customer Service Representative - State Farm Agent Team Member

Full Time • Clayton, CA
Responsive recruiter
Benefits:
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Vision insurance
Job Title: Customer Service Representative

Location: Tim McGallian - State Farm Insurance Agency, Clayton, CA

Job Type: Full-Time

Job Description:

Tim McGallian - State Farm Insurance Agency is seeking a highly motivated and detail-oriented Customer Service Representative to join our team in Clayton, CA. As a Customer Service Representative, you will be the first point of contact for our clients, providing exceptional service and support. You will play a key role in ensuring customer satisfaction, policy retention, and fostering a positive relationship with our clients.

Key Responsibilities:

  • Greet and assist clients in person, over the phone, and via email with a professional and friendly demeanor.
  • Answer customer inquiries regarding insurance policies, coverages, billing, and claims.
  • Provide accurate and timely information to clients about their policies and assist with policy changes, renewals, and cancellations.
  • Process and document customer requests, ensuring all information is accurately entered into the system.
  • Resolve customer complaints and issues promptly and effectively, escalating to management when necessary.
  • Assist in the preparation of insurance quotes and policy proposals.
  • Maintain up-to-date knowledge of State Farm insurance products, services, and industry regulations.
  • Support the agency's sales goals by identifying potential leads and referring them to licensed agents.
  • Perform general administrative tasks such as filing, data entry, and managing office supplies.
  • Participate in training and development opportunities to enhance skills and knowledge.
Skills and Qualifications:

  • High school diploma or equivalent; associate or bachelor's degree in business, finance, or related field preferred.
  • Previous customer service experience, preferably in insurance or financial services, is an asset.
  • Excellent communication skills, both verbal and written.
  • Strong interpersonal skills with the ability to build rapport and maintain positive relationships with clients and team members.
  • Proficient in Microsoft Office Suite (Word, Excel, Outlook) and comfortable using CRM software.
  • Ability to multitask, prioritize, and manage time effectively in a fast-paced environment.
  • Detail-oriented with strong organizational skills.
  • Problem-solving skills and the ability to handle difficult situations with professionalism and patience.
  • Must be a team player with a positive attitude and a willingness to learn and adapt.
  • Bilingual skills (English/Spanish) are a plus.
Benefits:

  • Competitive salary based on experience.
  • Health, dental, and vision insurance.
  • Retirement plan options.
  • Paid time off and holidays.
  • Professional development and training opportunities.
  • Supportive and collaborative work environment.
>>>> How to Apply: 

If you are ready to take your career to the next level and make a meaningful impact in the lives of our clients, we want to hear from you! Please send your resume and a cover letter detailing your relevant experience and why you are the perfect fit for this role.  And as a special request, in the Comments section of the Prescreen Questions please write “I am a Good Neighbor”. If these items are not completed, then you application will not be considered. 

Tim McGallian - State Farm Insurance Agency is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Compensation: $18.00 - $23.00 per hour




 

State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

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