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Customer Relations Representative - State Farm Agent Team Member

Krina Mallgren - State Farm Agent

Spokane Valley, WA

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JOB DETAILS
SKILLS
Billing, Business Development, Business Growth, Business Support, Claims Processing, Communication Skills, Corporate Policies, Customer Acquisition, Customer Relations, Customer Relationship Management (CRM) Systems, Customer Satisfaction, Customer Support/Service, Customer Training, Customer/Client Research, Data Analysis, Detail Oriented, Email Campaign, Finance, Follow Through, Insurance, Insurance Documentation, Insurance Regulations, Interpersonal Skills, Lead Generation, Marketing, Marketing Campaign, Marketing Strategy, Microsoft Office, Multitasking, Newsletter, Online Marketing, Organizational Skills, Problem Solving Skills, Promotional Programs, Record Keeping, Service Delivery, Social Media, Social Media Marketing, Team Player, Training/Teaching, Underwriting
LOCATION
Spokane Valley, WA
POSTED
12 days ago
Benefits:
  • 401(k) matching
  • Competitive salary
  • Free food & snacks
  • Opportunity for advancement
  • Paid time off
  • Bonus based on performance
  • Flexible schedule
  • Training & development

Location: Spokane Valley, WA
Job Type: Full-Time
Department: Customer Service / Marketing / Insurance Operations


About Us:
Krina Mallgren Insurance Agency is a leading provider of insurance solutions dedicated to delivering exceptional service and innovative marketing strategies to grow our client base. We foster a collaborative and dynamic work environment where employees can grow, thrive, and contribute to both client satisfaction and business development.


Job Summary:
We are seeking a detail-oriented and proactive Insurance Service & Marketing Specialist to join our team. This hybrid role combines client-facing insurance service responsibilities with marketing initiatives aimed at promoting our products, enhancing customer engagement, and supporting business growth.


Key Responsibilities:


Insurance Service Duties:


  • Serve as the primary point of contact for insurance policyholders, addressing questions and resolving issues promptly and professionally.
  • Process new insurance applications, renewals, cancellations, and policy endorsements.
  • Review and verify insurance documents for accuracy and completeness.
  • Collaborate with underwriters, claims adjusters, and other departments to facilitate smooth policy management.
  • Maintain accurate records of all client interactions and transactions in the company database.
  • Educate clients on coverage options, policy terms, and benefits to help them make informed decisions.
  • Assist with billing inquiries and coordinate with the finance department as needed.
  • Stay updated on insurance products, industry regulations, and company policies.
Marketing Duties:


  • Assist in developing and executing marketing campaigns to promote insurance products and services.
  • Create and distribute marketing materials, including newsletters, email campaigns, and social media content.
  • Support lead generation efforts through outreach and follow-up communications.
  • Analyze marketing data and customer feedback to identify opportunities for improving client engagement and acquisition.
  • Coordinate with external vendors and partners for marketing events and promotions.
  • Maintain and update the company’s website and social media profiles with relevant content.
Qualifications:


  • Previous experience in insurance customer service and/or marketing is highly desirable.
  • Strong knowledge of insurance terminology, policies, and procedures.
  • Familiarity with marketing principles, digital marketing tools, and social media platforms.
  • Excellent communication and interpersonal skills.
  • Detail-oriented with strong organizational and multitasking abilities.
  • Proficient in Microsoft Office, CRM software, and marketing platforms (e.g., Mailchimp, Hootsuite).
  • Ability to work independently and collaboratively in a fast-paced environment.

About the Company

K

Krina Mallgren - State Farm Agent

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