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Customer Service Representative - State Farm Agent Team Member
Customer Service Representative - State Farm Agent Team MemberTim McGallian - State Farm Agent • Clayton, CA, US
Customer Service Representative - State Farm Agent Team Member

Customer Service Representative - State Farm Agent Team Member

Tim McGallian - State Farm Agent • Clayton, CA, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

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, 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.

    • 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.

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    Representative State • Clayton, CA, US

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