Insurance Customer Service Specialist

Job Description

Job Description

Benefits:

• 401(k)
• 401(k) matching
• Competitive salary
• Health insurance
• Paid time off
• Training & development
• Wellness resources

Benefits/Perks:

• Competitive Pay 
• Professional Development
• 401k Retirement
• Health Program
• Career Advancement

Job Description
The Personal Lines Customer Service Specialist at Sandra Serna State Farm Insurance is responsible for maintaining and maximizing relationships with personal lines clients and for servicing the book of business. Build and develop customer relationships within our customer base and provide above and beyond customer service for our State Farm clients including auto, home and life insurance. 



 

Responsibilities: 

• Service new and existing clients in person, online, by phone, and through written communication. 
• Foster and maintain excellent relationships with clients through regular follow-up, accurate and timely service requests, and general account support. Anticipate, respond to, and follow up on all existing client needs.
• Provide best coverage recommendations for the insured, process policy changes, and billing functions; follow up as necessary with customers and other documentation. Explain policies to insured and educate them on coverages and rates.
• Foster and maintain excellent relationships with customers through regular follow-up, timely quotations, and general account support.
• Support and prepare clients for renewal and retention, and maintain strong client relationships.
• Anticipate, respond to, and follow up on all existing client needs.
• Monitor, review, and report on key metrics to ensure customer service targets are achieved and execute service activity documentation in a timely, accurate, and professional manner.
• Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
• Maintain CE and participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.

 



  Qualifications:

• Strong Bilingual Skills- English/Spanish
• Active Property and Casualty General Lines License (required)
• Possess a valid driver’s license and a source of reliable transportation. 
• Demonstrate strong knowledge of insurance products with atleast 1 year of strong and fast paced customer service in the insurance industry for personal lines, rating procedures, underwriting procedures, coverages, and industry operations to effectively retain and maintain the existing client base.
• Have a proven track record of business-to-business insurance customer service success. Possess strong presentation, persuasion, and customer service skills with the ability to quickly and efficiently assist customers.
• Be people-oriented, customer-focused, and professionally assertive in maintaining relationships and servicing existing clients.
• Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making, and superior written and verbal communication skills.
• Have excellent time management skills, thrive in a team environment, and Technology and Computer proficiency including agency management systems.