Customer Service Representative - State Farm Agent Team MemberTim McGallian - State Farm Agent • Clayton, CA, US
Customer Service Representative - State Farm Agent Team Member
Tim McGallian - State Farm Agent • Clayton, CA, US
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job_description.job_card.job_descriptionGreet and assist clients in person, over the phone, and via email with a professional, friendly, and approachable demeanor. Serve as the first point of contact for customers, addressing a wide range of inquiries related to insurance policies, billing, claims, and general agency services. Provide knowledgeable and accurate information to help customers understand their policies and options, assisting with policy changes, renewals, cancellations, and other requests. Proactively identify customer needs and opportunities to offer appropriate products and services, supporting the agency’s sales efforts by generating and nurturing potential leads. Assist customers throughout the sales process by preparing insurance quotes, policy proposals, and following up to ensure customer satisfaction. Handle customer concerns and resolve issues efficiently, escalating more complex matters to management when needed. Maintain thorough and accurate records of customer interactions and transactions in the agency’s systems. Perform general administrative and operational duties such as filing, data entry, managing office supplies, and supporting team workflow. Stay current with insurance products, services, and industry regulations through ongoing training and professional development. Collaborate with team members to create a seamless, positive customer experience and contribute to overall agency success. 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. 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.
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 :
Skills and Qualifications :
Benefits :
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.
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Representative State • Clayton, CA, US
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