Office Representative-Service Team Member

To work as an employee of Thuy Epperson State Farm Agency (State Farm independent contractor agent) assisting in providing quality service to State Farm customers & assisting w/ the agent's marketing efforts.

Job Description

JOB TITLE: Office Representative

JOB PURPOSE:

 To work as an employee of Thuy Epperson State Farm Agency (State Farm independent contractor agent) assisting in providing quality service to State Farm customers & assisting w/ the agent's marketing efforts.

 EXPERIENCE & KNOWLEDGE:

• Experience in customer service desirable.
• Experience w/ popular computer software desirable.
• Knowldege of personal and/or commercial lines insurance products desirable.
• Knowldege of banking and/or financial products desirable.
• Bilingual in Spanish and/or Vietnamese desirable.

 Skills & Abilities:

• Strong listening, oral & written communication skills.
• Initiative & self reliance: make decisions on a timely basis & take necessary actions without direction from others.
• Goal oriented: highly motivated & resourceful to achieve results.
• Ability to learn & apply product & customer knowledge to professionally service, & assist in the marketing of State Farm products.
• Problem solving ability: apply & balance conceptual & analytical thinking by breaking down complex problems, evaluating alternative sources of action & their likely outcomes, & selecting the best alternative.
• Ability to pay close attention to detail & accuracy.
• Ability to create & maintain business replationships w/ prospects & policyholders.
• Proven track record of trustworthiness, dependability & ethical behavior.
• Ability to organize & act on several activities concurrently.

 Job Related Training Courses, Licensing & Programs:

Ability to successfully complete all company, state & federal requirements (licenses) to market & service designated State Farm products & continue to maintain license(s) in good standing is required.

 Duties & Responsibilities:

• Provide prompt, accurate, friendly cost-effective service by responding to inquiries from existing policyholders & the general public regarding insurance availability, eligibility, coverage, policy changes, transfers, claim submission procedures & status, rates, billing clarification, payment plans & procedures, & make referrals for marketing opportunities as appropriate.
• Prepare forms, policies, & endorsements when required.
• Provide service to the public & policyholders in a pleasant & courteous manner.
• As directed by the agent, work w/ the agent's computer system to update information in customer databses used by the agency.
• Contact prospects & current policyholders for appointments.
• Meet customer service goals & assist w/ marketing goals as directed by the agent.
• Perform other related duties as assigned by the agent.

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