Customer Service Representative – Financial Services
Location: BOCA RATON, FL
Job Type: fulltime
Company: Bob Wylin - State Farm Agency
Salary: $34000.0 - $55000.0 per year
Category: Financial Services
Job Description Apply Now
Customer Service Representative – Financial Services Job OverviewWe are looking for a dedicated Customer Service Representative – Financial Services (CSR) to join our team. This full-time opportunity is ideal for those passionate about providing exceptional service and supporting clients in the financial services sector. As a CSR, you will play a vital role in delivering value-driven conversations, building lasting relationships, and ensuring a positive customer experience. This position is with a State Farm independent contractor agent, and offers the chance to gain valuable experience and training in the insurance and financial services industry.
Responsibilities- Establish and maintain strong customer relationships by consistently following up with clients and responding to inquiries efficiently.
- Deliver prompt, accurate, and friendly customer service, ensuring client needs are met and satisfaction is achieved.
- Utilize a customer-focused, needs-based review process to educate clients about available insurance options and financial products.
- Maintain a professional work ethic with a commitment to achieving daily success and contributing to overall team goals.
- Provide timely and thorough activity reports to the agent, supporting seamless office operations.
- Stay up-to-date on product changes, licensing requirements, technical developments, and ongoing training opportunities.
- Reside within commuting distance of the office, ensuring timely attendance and active participation in team activities.
- Ability to obtain the FL 2-20 and FL 4-40 insurance licenses, as required by state regulations.
- Prior experience in customer service or property/casualty insurance is preferred, but not required.
- Bilingual language skills are preferred to enhance service capabilities with a diverse client base.
- Excellent interpersonal, communication (written, verbal, and listening), and organizational skills.
- Demonstrated self-motivation, attention to detail, and proactive problem-solving abilities.
- Ability to work collaboratively within a team environment, multitask effectively, and adapt to a dynamic office setting.
- Adept at learning computer functions relevant to daily operations and maintaining accuracy in all tasks performed.
- Gain valuable training and experience in financial services and insurance with a respected independent contractor agent.
- Opportunity for professional growth and advancement within a supportive office environment.
- Work in a positive, fast-paced setting where your dedication to customer service makes a meaningful impact.
Employees of State Farm agents are independent from State Farm Insurance Companies. Selected candidates must complete any applicable licensing requirements and training programs. This is an excellent career-building opportunity for motivated individuals seeking to make a difference in the financial services industry.
Legal Disclaimer:
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.