Customer Service Representative - State Farm Agent Team Member

Responsive Recruiter

Highly organized and customer-focused Front Desk/Customer Service Representative with extensive experience supporting insurance office operations at State Farm. Proficient in managing high-volume inbound calls, handling policy renewals and new business for multiple insurance products, and providing exceptional service to walk-in and phone customers. Adept at assisting with underwriting inquiries, processing payments, and ensuring smooth office workflows. Skilled at pivoting service interactions toward sales opportunities, leading to increased customer retention and business growth. Strong team player with a proven ability to train and coach colleagues on service protocols and billing complexities.

Key Responsibilities & Tasks:

• Manage SCW&H, Dover Bay, Flood, and Gainsco policy renewals and new business
• Monitor flood insurance accounts monthly; contact customers for payments and maintain detailed ECRM notes.
• Handle 550600 weekly inbound calls; assist walk-in customers and direct them to appropriate sales team members.
• Collect payments, process address and lienholder changes, add/swap auto and fire policies, and update renter information.
• Support underwriting inquiries by following up to gather necessary documentation and information.
• Scan, fax, and upload essential documents including ACORDs and Certificates of Insurance.
• Confirm sales appointments, develop leads, and pivot service calls to fire and financial services teams regularly.
• Intake and follow up on claims including ADA and Workers' Compensation.
• Manage mail distribution, email triage, and credit card security.
• Assign and track ECRM tasks, ensuring policy changes and renewals are properly documented and closed.
• Reconcile accounts monthly and assist with billing, Quicken entries, and office supply management.
• Coordinate holiday messaging, hurricane preparedness materials, and new employee onboarding.
• Coach team members on service procedures and complex billing issues to improve accuracy and efficiency.

Certifications:

• SC Property & Casualty License
• SC Life, Accident & Health License

Compensation: $45,000.00 - $60,000.00 per year

Are You Driven & Ambitious?

This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are a growing agency with big dreams and lots of potential. We are an established, growth-oriented agency with a team of highly motivated individuals. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. Our team works hard to reach our goals together as a team and have fun while we are doing it! We want to work alongside those who are equally committed to excellence and personal achievement. Come work with an energetic, fun team at Callie Wise - State Farm Agent!

About Our Agency

• Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
• We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, Health Insurance, and Renters Insurance.
• Our office is located in North Myrtle Beach, SC.
• Our office is open 8:30 am - 5:00 pm M-F, Saturday by Appointment.
• We currently have 10 team members at our agency.
• Our agency has received awards including: Chairman's Circle, Ambassador Travel, Legion of Honor, Million Dollar Round Table, and Senior Vice President's Club
• Additional languages spoken: Spanish

We Look Forward To Speaking With You!

State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.