Customer Relations Representative - State Farm Agent Team Member Job at Andy Roethele Insurance & Financial Services, Lewisville, TX

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  • Andy Roethele Insurance & Financial Services
  • Lewisville, TX

Job Description

About Us:

Since opening our first agency in Highland Village in 2015 and expanding to Plano in 2023, we’ve built a thriving team of 12 and are continuing to grow. We pride ourselves on creating a positive, dynamic work environment that fosters collaboration, personal growth, and success.

What Makes Us Different:

  • Team Bonding: From friendly competitions to birthday lunches and team outings, we celebrate our successes together.
  • Community Involvement: We actively participate in and sponsor local teams, clubs, and events, staying connected to our communities in Highland Village and Plano.

Compensation & Growth:

  • Competitive pay, individual bonuses, and a health reimbursement plan.
  • Retirement plan to help you invest in your future.
  • In-house marketing and a steady stream of leads to support your success.
  • Unmatched opportunities for growth, including our Agent Aspirant program designed to help team members develop into future business owners and State Farm agents.

ROLE DESCRIPTION:

As an Customer Relations Representative - State Farm Agent Team Member for Andy Roethele - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.

Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.

RESPONSIBILITIES:

  • Establish customer relationships and follow up with customers, as needed.
  • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification
  • Promote successful and long-lasting customer relations.

QUALIFICATIONS:

  • Experience in sales (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
  • Experience managing client relationships is preferred
  • Interest in marketing products and services based on customer needs
  • Excellent communication skills - written, verbal, and listening
  • Dedicated to customer service
  • Able to anticipate customer needs
  • Able to effectively relate to a customer

Job Tags

Local area,

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