Customer Relations Representative - State Farm Agent Team Member

Job Description

Job Description

Benefits:

• 401(k) matching
• Competitive salary
• Free food & snacks
• Opportunity for advancement
• Paid time off
• Bonus based on performance
• Flexible schedule
• Training & development

Location: Spokane Valley, WA
Job Type: Full-Time
Department: Customer Service / Marketing / Insurance Operations

About Us:
Krina Mallgren Insurance Agency is a leading provider of insurance solutions dedicated to delivering exceptional service and innovative marketing strategies to grow our client base. We foster a collaborative and dynamic work environment where employees can grow, thrive, and contribute to both client satisfaction and business development.

Job Summary:
We are seeking a detail-oriented and proactive Insurance Service & Marketing Specialist to join our team. This hybrid role combines client-facing insurance service responsibilities with marketing initiatives aimed at promoting our products, enhancing customer engagement, and supporting business growth.

Key Responsibilities:

Insurance Service Duties:

• Serve as the primary point of contact for insurance policyholders, addressing questions and resolving issues promptly and professionally.
• Process new insurance applications, renewals, cancellations, and policy endorsements.
• Review and verify insurance documents for accuracy and completeness.
• Collaborate with underwriters, claims adjusters, and other departments to facilitate smooth policy management.
• Maintain accurate records of all client interactions and transactions in the company database.
• Educate clients on coverage options, policy terms, and benefits to help them make informed decisions.
• Assist with billing inquiries and coordinate with the finance department as needed.
• Stay updated on insurance products, industry regulations, and company policies.

Marketing Duties:

• Assist in developing and executing marketing campaigns to promote insurance products and services.
• Create and distribute marketing materials, including newsletters, email campaigns, and social media content.
• Support lead generation efforts through outreach and follow-up communications.
• Analyze marketing data and customer feedback to identify opportunities for improving client engagement and acquisition.
• Coordinate with external vendors and partners for marketing events and promotions.
• Maintain and update the company’s website and social media profiles with relevant content.

Qualifications:

• Previous experience in insurance customer service and/or marketing is highly desirable.
• Strong knowledge of insurance terminology, policies, and procedures.
• Familiarity with marketing principles, digital marketing tools, and social media platforms.
• Excellent communication and interpersonal skills.
• Detail-oriented with strong organizational and multitasking abilities.
• Proficient in Microsoft Office, CRM software, and marketing platforms (e.g., Mailchimp, Hootsuite).
• Ability to work independently and collaboratively in a fast-paced environment.