Customer Service Representative - State Farm Agent Team Member

Job Description

Job Description

Benefits:

• 401(k) matching
• Bonus based on performance
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

Come Join Our Team as a Customer Service Representative!

Successful and established State Farm agency, looking to add a Customer Service Representative to our close-knit team as we continue to grow!

You will play a critical role in delivering the remarkable experience that our customers rave about (check out our online reviews!) through a customer service role. We have fun at work because we like each other and we love what we do – we help our customers manage the risk of everyday life, recover from the unexpected and realize their dreams. Our work is very important and can have a profound impact on people’s lives, so we take great pride in doing it to the best of our ability and being the best advocates for our customers that we can be.

If you’re someone who also takes great pride in bringing your best, doing meaningful work that helps others, and who thrives in a fast-paced and stimulating professional environment, this could be a great role for you!

Key Responsibilities:

• Provide attentive, warm and professional service to existing and prospective customers in person, over the phone or video, and by email and text (e.g. answer policy or payment questions, educate people about policy features and benefits, process policy changes, develop rapport and gather information from prospective customers, etc.)
• Liaise with Underwriters, Service Team and Claims Department to answer questions, resolve various policy or claim issues, and to advocate on behalf of our customers
• Opportunity to grow and expand the role in various directions (e.g. sales/account management, office management, executive support, etc.), based on your interests, strengths and career aspirations

Key Qualifications:

• Highly ethical, honest and reliable; positive can-do attitude and excitement to learn, contribute and grow as part of a successful team!
• Strong verbal and written communication skills; proactive communication style
• Self-motivated, productive and organized; high level of self-accountability and drive
• Strong attention to detail and accuracy
• Computer proficient – familiar and fluid with Windows-based computer systems; able to quickly learn and adapt to new systems and processes
• Insurance experience and licensing is NOT REQUIRED (although certainly a plus if you are already licensed) - we will help you obtain a license
• Need to live within a reasonably commutable distance of our office in Moraga (this is a full-time, in-office role and reliability is important)

Compensation and Benefits:

• Base compensation $25-$35/hour, depending on transferrable experience and insurance licensing
• Additional opportunities to earn bonuses based on individual and team goals and promotions
• 401k Plan – 100% company matching, up to 6% of compensation
• 24 paid days off per year (12 paid vacation/sick/personal days + 12 paid holidays)
• 50% employer paid group health insurance plan
• 100% employer paid eligibility-based life insurance plan
• 100% employer paid licensing, as well as ongoing training and career growth opportunities

About our Agency:
I opened this agency in 2018 after a 21-year career in business growth and turnaround leadership across several different industries, in roles spanning from small teams to global enterprise leadership, as well as entrepreneurship. The common thread for me was always helping people succeed. In this agency, that translates to building a workplace where my team can succeed and grow while doing meaningful work that we can be proud of; to helping our customers succeed by providing them with honest, professional advice and advocacy; and to using our platform to contribute and do good in our community - the place where I live and where I raised my children.

That purpose drives everything we do here - it's who we are.

We offer a competitive benefits package, including 12 PTO days + 12 additional paid holidays per year, group health and life insurance, a 401k plan with a 6% match, and paid training programs designed to support your professional growth. Our office culture is fast-paced, team-oriented, and focused on meaningful work. We take pride in delivering exceptional service and showing up as our best selves every day.