What are the responsibilities and job description for the Account Representative - State Farm Agent Team Member position at Joe Sarrio - State Farm Agent?
Benefits:
State Farm Customer Service Representative
The job description for a State Farm Customer Service Representative typically includes the following responsibilities:
Responsibilities
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
- 401(k)
- Competitive salary
- Paid time off
- Training & development
- 401(k) matching
- Bonus based on performance
- Dental insurance
- Health insurance
- Vision insurance
State Farm Customer Service Representative
The job description for a State Farm Customer Service Representative typically includes the following responsibilities:
- Assisting customers with inquiries: Customer Service Representatives handle incoming calls, emails, or messages from customers. They provide prompt and professional assistance, addressing inquiries about policies, claims, billing, coverage, and other general insurance-related questions.
- Resolving customer issues: Representatives work to resolve customer concerns, complaints, or problems in a timely and satisfactory manner. This may involve investigating issues, coordinating with other departments, and providing appropriate solutions or recommendations.
- Processing policy changes and updates: Customer Service Representatives handle policy changes and updates requested by customers. This includes updating customer information, adding or removing coverage, processing endorsements, and adjusting policy details as needed.
- Providing policy and coverage explanations: Representatives educate customers about their insurance policies, explaining coverage options, limitations, deductibles, and policy terms. They help customers understand their policy documents and ensure they have the information they need to make informed decisions.
- Assisting with policy renewals and cancellations: Customer Service Representatives help customers with policy renewals, ensuring timely communication and processing. They also assist with policy cancellations, following the necessary procedures and providing guidance on any applicable fees or requirements.
- Processing insurance claims: Representatives assist customers with the claims process, gathering necessary information, initiating claims, and coordinating with the claims department to ensure efficient and accurate processing.
- Maintaining customer records: Customer Service Representatives are responsible for accurately recording customer interactions, policy changes, claims information, and other relevant details in the company's database or CRM system.
- Cross-selling and upselling: Representatives identify opportunities to cross-sell or upsell additional insurance products and services to existing customers. They may proactively review customer policies, identify coverage gaps, and recommend appropriate enhancements.
- Staying up-to-date with product knowledge: Customer Service Representatives stay informed about State Farm's insurance products, coverage options, policy changes, and industry trends. This enables them to provide accurate and up-to-date information to customers.
Responsibilities
- Establish customer relationships and follow up with customers, as needed.
- Use a customer-focused, needs-based review process to educate customers about insurance options.
- Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
- Group Life Insurance Benefits
- 401K
- Salary plus commission/bonus
- Health benefits
- Paid time off (vacation and personal/sick days)
- Flexible hours
- Growth potential/Opportunity for advancement within my agency
- Hiring Bonus up to $
- Interest in marketing products and services based on customer needs
- Excellent communication skills - written, verbal and listening
- People-oriented
- Detail oriented
- Proactive in problem solving
- Able to learn computer functions
- Ability to work in a team environment
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
Salary : $47,000 - $80,000
Account Representative - State Farm Agent Team Member
Misty Rosser-White - State Farm Agent -
Memphis, TN
