Customer Service and Billing Specialist
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
The Customer Service and Billing Specialist plays a crucial role in supporting the daily operations of a leading insurance agency, focusing on both client retention and billing responsibilities. This position is designed for individuals who are highly organized, detail-oriented, and dedicated to delivering exceptional customer service in a dynamic insurance environment. As a Customer Service and Billing Specialist, you will interact directly with clients, manage account information, and ensure the smooth handling of all billing and payment processes. If you are looking to grow your career within the insurance industry, this opportunity offers professional development, mentorship, and the potential for advancement.
Joining our team means being part of a supportive environment that values collaboration, accuracy, and a strong client-centered approach. The Customer Service and Billing Specialist is integral to maintaining high client satisfaction, ensuring that billing inquiries are resolved efficiently, and that every client interaction reflects the agency's commitment to excellence. This role involves a blend of administrative duties, direct client communications, and support for agency marketing and claims activities.
Our agency is committed to fostering a diverse and inclusive workplace, and we encourage candidates from all backgrounds to apply. As a Customer Service and Billing Specialist, you will be empowered with the training and resources you need to succeed and become a valued member of our team. Take the next step in your insurance career and apply today by clicking the application button below.
Customer Service and Billing Specialist - Summary- Support a busy insurance agency by handling client service and billing operations.
- Act as a primary point of contact for client inquiries and account management.
- Maintain accurate records and ensure timely processing of insurance documents and payments.
- Assist with client retention strategies and contribute to overall agency success.
- Greet clients, answer phone calls, and respond to emails to address client inquiries promptly and professionally.
- Manage schedules, coordinate appointments, and ensure the availability of office supplies to support efficient operations.
- Prepare and process insurance forms, maintain up-to-date client files, and verify that all paperwork is completed accurately and securely filed.
- Enter and update client information in the agency management system, maintaining precision in all data entry tasks.
- Handle all billing-related inquiries, process incoming payments, and follow up on overdue accounts in a courteous and effective manner.
- Serve as a liaison between clients and agents, ensuring clear and effective communication throughout the client journey.
- Assist with organizing marketing events, preparing promotional materials, and managing the agency’s social media presence to support outreach efforts.
- Provide preliminary assistance to clients during the claims process, ensuring that required documentation is collected and that communication with claims adjusters is timely and clear.
- Monthly bonuses based on performance metrics and client satisfaction.
- Opportunity for career advancement within the agency.
- Paid time off to support work-life balance.
- Comprehensive health insurance coverage.
- Retirement plan options designed for long-term financial security.
- Robust training and development resources to foster professional growth.
- Must be able to obtain the FL 4-40 Customer Representative License (or equivalent as required).
- Demonstrated knowledge of Citizens and EasyLink platforms is required.
- Previous experience in the insurance industry is preferred, particularly with State Farm or similar agencies.
- Prior administrative or customer service experience, ideally within the insurance or financial services sector.
- Proficiency in Microsoft Office Suite and familiarity with agency management software is essential.
- Excellent verbal and written communication skills, with a strong focus on client satisfaction.
- Outstanding organizational abilities, including multitasking and prioritization under deadlines.
- High degree of accuracy in data entry and document preparation.
- Ability to work independently, resolve client issues, and implement effective solutions.
- Reliable and self-motivated, with a passion for providing top-tier customer service.
- Detail-oriented and highly organized, with the ability to manage multiple priorities at once.
- Friendly and professional demeanor, able to build strong relationships with clients and colleagues.
- Adaptable to changing demands and committed to continuous learning within the insurance industry.
- This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies.
- Employment is contingent upon successfully completing all licensing requirements and training programs as determined by the agency.
- State Farm agents are independent contractors who hire their own employees; employees are not employees of State Farm Insurance Companies.
- We are an equal opportunity employer and welcome applicants from all backgrounds to apply.
If you are motivated to succeed and envision yourself in this role, submit your application today by clicking the apply button. Become part of a team where your contributions are valued, and your career growth is supported.