State Farm Agent is a leading insurance agency dedicated to providing exceptional service to our clients. We are currently seeking a dynamic individual to join our team as a Customer Retention/Billing Specialist - State Farm Agent Team Member.
Our ideal candidate is highly organized, detail-oriented, and committed to contributing to a positive and productive workplace. If you thrive in a supportive role and are eager to learn and grow within the insurance industry, we invite you to apply and become a valued member of our team.
Responsibilities include, but not limited to:
Greet clients, answer phone calls, respond to emails, and handle client inquiries.
Manage schedules, book appointments, and maintain office supplies.
Prepare and process insurance forms, manage client files, and ensure all paperwork is accurately completed and filed.
Enter client information into the agency management system and update records as necessary.
Handle billing inquiries, process payments, follow up on overdue accounts.
Act as a liaison between clients and agents, ensuring clear and effective communication.
Assist in organizing marketing events, preparing promotional materials, and managing social media accounts.
Provide preliminary assistance to clients in the claims process, ensuring proper documentation and communication with claims adjusters.
Previous administrative or customer service experience, preferably in an insurance or financial services setting.
Proficiency in Microsoft Office Suite and familiarity with agency management software.
Excellent verbal and written communication skills.
Strong organizational skills with the ability to multitask and prioritize tasks effectively.
Friendly and professional demeanor with a strong focus on customer satisfaction.
High level of accuracy in data entry and document preparation.
Ability to work independently, handle client issues, and find effective resolutions.
If you are motivated to succeed and can see yourself in this role, please submit your resume. We will follow up with you on the next steps in the interview process.
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.
Numbers & Facts
Location
WEXFORD, PENNSYLVANIA
Skills
Administrative Skillsunmatched
Billingunmatched
Calendar Managementunmatched
Claims Processingunmatched
Communication Skillsunmatched
Customer Relationsunmatched
Customer Retention/Renewalunmatched
Customer Satisfactionunmatched
Customer Support/Serviceunmatched
Data Entryunmatched
Detail Orientedunmatched
Documentationunmatched
Establish Prioritiesunmatched
Event Managementunmatched
File Managementunmatched
Financial Servicesunmatched
Insuranceunmatched
Licensingunmatched
Marketingunmatched
Microsoft Officeunmatched
Multitaskingunmatched
Organizational Skillsunmatched
Past Due Accountsunmatched
Presentation/Verbal Skillsunmatched
Resolve Customer Issuesunmatched
Sales Managementunmatched
Schedule Developmentunmatched
Social Mediaunmatched
Systems Maintenanceunmatched
Telephone Skillsunmatched
Training Programunmatched
Training/Teachingunmatched
Writing Skillsunmatched
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