Customer Retention Specialist - State Farm Agent Team Member
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Steven Bartshe - State Farm Agent
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Customer Retention Specialist - State Farm Agent Team Member
Steven Bartshe - State Farm Agent
Posted 2 months ago
Full Time
Eaton Rapids, Michigan
In Person
Smart Summary
Responsibilities
The specialist will serve as a primary contact for customers, handling policy inquiries, billing, claims, and endorsements. They will also collaborate with agents to resolve service requests and identify potential sales leads.
Qualifications
You have previous customer service experience, preferably in insurance, and a strong understanding of insurance products and terminology. You are comfortable working in a fast-paced environment, possess excellent communication and multitasking abilities, and are proficient with CRM software.
Must Have Skills for ATS
CRM software
State Farm products
Job Description
- Bonus based on performance
- Competitive salary
- Health insurance
- Opportunity for advancement
- Paid time off
As a State Farm Service Representative, you will serve as a primary contact for customers, assisting with policy inquiries, endorsements, claims follow-up, and basic product information. You will work closely with agents and customers to ensure timely and accurate service, helping to maintain strong client relationships and support business retention.
Key Responsibilities:
- Handle inbound calls and customer inquiries related to insurance policies, billing, claims, and endorsements.
- Provide accurate information about State Farm products and services to customers.
- Assist customers with policy changes, updates, and renewals in accordance with company guidelines.
- Collaborate with agents and other team members to resolve customer issues and service requests.
- Maintain detailed records of customer interactions and transactions in the CRM system.
- Identify opportunities to support sales efforts by referring potential leads to agents.
- Ensure compliance with State Farm policies and regulatory requirements.
- Previous customer service experience, preferably in insurance.
- Basic knowledge of insurance products and terminology is preferred but not required.
- Strong verbal and written communication skills.
- Ability to multi-task, prioritize, and manage time effectively.
- Positive attitude with a customer-focused mindset.
- Comfortable working in a fast-paced, team-oriented environment.
- Proficient with computers and CRM software; ability to learn new systems quickly.
- High school diploma or equivalent required
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Steven Bartshe - State Farm Agent
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