Customer Service Representative - State Farm Agent Team Member

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Vision insurance

Job Title: Customer Service Representative

Location: Tim McGallian - State Farm Insurance Agency, Clayton, CA

Job Type: Full-Time

Job Description:

Tim McGallian - State Farm Insurance Agency is seeking a highly motivated and detail-oriented Customer Service Representative to join our team in Clayton, CA. As a Customer Service Representative, you will be the first point of contact for our clients, providing exceptional service and support. You will play a key role in ensuring customer satisfaction, policy retention, and fostering a positive relationship with our clients.

Key Responsibilities:

• Greet and assist clients in person, over the phone, and via email with a professional, friendly, and approachable demeanor.
• Serve as the first point of contact for customers, addressing a wide range of inquiries related to insurance policies, billing, claims, and general agency services.
• Provide knowledgeable and accurate information to help customers understand their policies and options, assisting with policy changes, renewals, cancellations, and other requests.
• Proactively identify customer needs and opportunities to offer appropriate products and services, supporting the agency’s sales efforts by generating and nurturing potential leads.
• Assist customers throughout the sales process by preparing insurance quotes, policy proposals, and following up to ensure customer satisfaction.
• Handle customer concerns and resolve issues efficiently, escalating more complex matters to management when needed.
• Maintain thorough and accurate records of customer interactions and transactions in the agency’s systems.
• Perform general administrative and operational duties such as filing, data entry, managing office supplies, and supporting team workflow.
• Stay current with insurance products, services, and industry regulations through ongoing training and professional development.
• Collaborate with team members to create a seamless, positive customer experience and contribute to overall agency success.

Skills and Qualifications:

• High school diploma or equivalent; associate or bachelor's degree in business, finance, or related field preferred.
• Previous customer service experience, preferably in insurance or financial services, is an asset.
• Excellent communication skills, both verbal and written.
• Strong interpersonal skills with the ability to build rapport and maintain positive relationships with clients and team members.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook) and comfortable using CRM software.
• Ability to multitask, prioritize, and manage time effectively in a fast-paced environment.
• Detail-oriented with strong organizational skills.
• Problem-solving skills and the ability to handle difficult situations with professionalism and patience.
• Must be a team player with a positive attitude and a willingness to learn and adapt.
• Bilingual skills (English/Spanish) are a plus.

Benefits:

• Competitive salary based on experience.
• Health, dental, and vision insurance.
• Retirement plan options.
• Paid time off and holidays.
• Professional development and training opportunities.
• Supportive and collaborative work environment.

>>>> How to Apply:

If you are ready to take your career to the next level and make a meaningful impact in the lives of our clients, we want to hear from you! Please send your resume and a cover letter detailing your relevant experience and why you are the perfect fit for this role. And as a special request, in the "Comments" section of the Prescreen Questions please write “I am a Good Neighbor”. If these items are not completed, then you application will not be considered.

Tim McGallian - State Farm Insurance Agency is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.