If you love helping people, thrive on solving problems, and take pride in getting the details right, this role is built for you. As our Customer Relations Representative, you’ll be the steady, friendly point of contact clients count on—delivering clear answers, proactive follow-up, and an experience that keeps customers with us for years.
We’re looking for someone empathetic, organized, and service-minded—with room to grow into expanded responsibilities for driven, sales-minded team members.
What you’ll do
Be the go-to resource for clients by answering questions, resolving concerns, and following through to completion
Update and maintain client records with accuracy and consistency
Support customer retention through proactive outreach and relationship-building
Coordinate with our team to ensure clients receive timely help with policy changes, billing questions, and coverage needs
Assist clients through the claims process with professionalism and care
Identify opportunities to connect clients with additional insurance and financial services solutions when appropriate
What we’re looking for
Strong communication skills (you can explain things clearly and confidently)
Calm, solutions-first approach—especially in high-stress situations
High attention to detail and follow-through (you finish what you start)
1+ year experience in insurance and/or financial services preferred (customer service backgrounds welcome)
Insurance license(s) required (please specify what you hold—P&C/Life/Health)
About Me
I am a second generation State Farm Agent opening my agency in 2010 with State Farm experience since 2001.
I am a proud husband & father of three boys.
Being involved and giving back to our community is very important to me and our agency. I am a Claremont Chamber of Commerce, former Claremont Little League Board Member and proud sponsor of the Claremont High School football, baseball, basketball and track programs.
Numbers & Facts
Location
Claremont, CA
Job Type
Full-time
Skills
Baseballunmatched
Basketballunmatched
Billingunmatched
Claims Processingunmatched
Communication Skillsunmatched
Customer Relationsunmatched
Customer Retention/Renewalunmatched
Customer Support/Serviceunmatched
Dental Insuranceunmatched
Detail Orientedunmatched
Financial Servicesunmatched
Follow Throughunmatched
Footballunmatched
Health Insuranceunmatched
Insuranceunmatched
Organizational Skillsunmatched
Problem Solving Skillsunmatched
Record Keepingunmatched
Resolve Customer Issuesunmatched
Revenue Growthunmatched
Secondary Schoolunmatched
Time Managementunmatched
Training/Teachingunmatched
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