Customer Relations Representative - State Farm Agent Team Member

Job Description

Job Description

Note to applicant, please be assured: AI is not used to evaluate your application. Your materials are reviewed by me, personally. If you hear back from me or receive a follow-up, it will be because I believe you may be a strong fit for my office—not because of an automated screening decision.

Thank you for taking the time to apply. I truly value your interest and your time, and I appreciate the opportunity to review your background.
Burch Boehner, Business Owner

BENEFITS:

• Daily schedule can be flexible to work around commitments away from work.
• Paid time off (vacation and personal/sick days)
• Health benefits 
• Bonus-Weekly Activity Bonus
• Growth potential/Opportunity for advancement
• Valuable career-building experience
• Hours per week: 20- 40.
• Full Time or opportunity to move to full-time employment.
• On the job training provided in the insurance and financial service industry.
• Great opportunity if you are looking for a career.

RESPONSIBILITIES: 

• Establish customer relationships and follow up with customers as needed.
• Provide prompt, accurate, and friendly customer service. 
• Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions and billing clarification.
• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Use exemplary communication to efficiently meet the needs of customers while promoting the development of our business. 

QUALIFICATIONS:

• Dedicated to customer service.
• Able to effectively relate to a customer, answer their questions, and anticipate their needs.
• Strong communication skills to assist customers and coordinate with other agency team members.
• Proactive in problem-solving
• Associates or Undergraduate degree required if not currently Property & Casualty or Life & Health licensed
• Property & Casualty, Life & Health license preferred but not required if applying with Associate or Undergraduate degree

ROLE DESCRIPTION: 

As a team member with Burch Boehner, I am looking for you to provide exceptional client experiences that reinforce existing relationships and foster new ones. Your attention to detail, customer service skills, and desire to help people make you an ideal fit. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of customers.  

My office is located in the heart of San Jose next to Valley Fair mall and Santana Row.