Customer Service Representative – Insurance
Location: BOCA RATON, FL
Job Type: fulltime
Company: Bob Wylin - State Farm Agency
Salary: $37440.0 - $41600.0 per year
Category: Customer Service
Job Description Apply Now
Customer Service Representative – InsuranceJoin a leading insurance agency as a full-time Customer Service Representative, where you will play a pivotal role in supporting clients and the agency team. As a Customer Service Representative – Insurance, you will handle a variety of administrative and client-focused tasks that are essential to daily operations and client satisfaction. This position provides a strong foundation for a rewarding career in the insurance industry.
Key Responsibilities- Welcome clients and provide excellent customer service by answering phone calls, responding to emails, and handling client inquiries in a timely and professional manner.
- Organize and manage appointment schedules, ensuring all meetings are accurately booked and maintained.
- Maintain office supplies and assist with general office management duties to ensure a productive work environment.
- Prepare and process insurance forms, manage client files, and ensure that all paperwork is accurately completed and securely filed.
- Enter and update client information in the agency management system, maintaining the accuracy and confidentiality of records.
- Handle billing inquiries, process payments, and follow up on overdue accounts to support the agency's financial operations.
- Serve as a liaison between clients and agents to facilitate clear, effective communication and provide a positive experience for all parties.
- Assist in organizing marketing events, preparing promotional materials, and managing agency social media accounts to support business growth.
- Offer preliminary assistance to clients in the claims process, ensuring proper documentation and effective communication with claims adjusters.
- Ability to obtain the FL 4-40 Customer Representative License.
- Previous experience in insurance, preferably with State Farm, is preferred.
- Administrative or customer service experience, ideally within insurance or financial services environments.
- Proficiency in Microsoft Office Suite and familiarity with agency management software.
- Excellent verbal and written communication skills, with a strong focus on customer satisfaction.
- Strong organizational skills, including the ability to multitask and prioritize responsibilities effectively.
- Friendly, professional demeanor with a commitment to accuracy in data entry and document preparation.
- Ability to work independently, resolve client issues, and find effective solutions.
- Monthly performance-based bonuses
- Opportunities for advancement within the agency
- Paid time off
- Health insurance coverage
- Retirement plan options
- Comprehensive training and professional development
The agency is committed to providing a supportive work environment where employees can thrive and develop their careers in insurance. Working as a Customer Service Representative – Insurance offers the opportunity to build valuable skills and contribute to the success of a respected agency.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm.