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Customer Support
Customer Service Representative
Ruidoso, NM

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State Farm - Albert Cortez Agency

Customer Relationship Representative

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Job Description

Customer Relationship Representative (CRR) Albert Cortez State Farm Agency | Ruidoso, NM Job Summary The Customer Relationship Representative (CRR) plays a vital role in delivering an exceptional customer experience while building long-term relationships and supporting the agency's retention and growth goals. This position focuses on providing outstanding customer service, addressing policyholder needs, resolving concerns, and proactively identifying opportunities to better protect customers and their families. The ideal candidate is personable, detail-oriented, dependable, and passionate about helping others. Key Duties & Responsibilities Customer Service & Relationship Management Serve as a primary point of contact for existing customers through phone, email, text, and in-person interactions. Assist customers with policy changes, billing questions, payments, renewals, and general insurance inquiries. Build strong customer relationships through professional, friendly, and timely communication. Resolve customer concerns and escalate complex issues when appropriate. Maintain accurate customer records and document interactions. Customer Retention & Agency Growth Proactively contact customers regarding policy renewals, coverage reviews, and service needs. Identify opportunities for additional insurance coverage and refer customers to licensed sales team members when appropriate. Assist with retention efforts by addressing concerns and helping prevent unnecessary policy cancellations. Schedule customer appointments for insurance and financial needs reviews. Support agency goals related to customer satisfaction, retention, and relationship development. Agency Operations & Team Support Process service requests accurately and efficiently. Follow State Farm procedures, agency standards, and applicable insurance regulations. Collaborate with team members to ensure a seamless customer experience. Maintain confidentiality and protect sensitive customer information. Participate in team meetings, training, and ongoing professional development. Job Requirements Required Qualifications High school diploma or equivalent. Strong communication and interpersonal skills. Customer service experience, preferably in insurance, banking, financial services, or a related field. Strong organizational skills and attention to detail. Ability to multitask, prioritize responsibilities, and work in a fast-paced environment. Proficiency with computers, email, and customer management systems. Professional attitude, dependability, and a team-oriented mindset. Willingness to learn insurance products, procedures, and agency systems. Insurance Licensing New Mexico Property & Casualty insurance license preferred, or willingness to obtain licensing within 30 days of hire. Life & Health insurance licensing preferred and may be required as responsibilities expand. Must maintain applicable licenses and comply with all state insurance regulations when performing licensed activities. Preferred Qualifications Previous State Farm or insurance agency experience. Bilingual in English and Spanish. Experience with customer retention and relationship management. Ability to recognize customer needs and identify appropriate referral opportunities. Performance Expectations Success in this role will be measured through: Customer satisfaction and service quality. Customer retention and policy persistency. Timely and accurate completion of service requests. Proactive customer outreach and follow-up. Identification and referral of additional coverage opportunities. Teamwork, professionalism, and accountability. Our Agency Culture At the Albert Cortez State Farm Agency, we believe in building meaningful relationships, taking ownership of our responsibilities, and doing what's right for our customers. We value integrity, accountability, teamwork, continuous improvement, and a commitment to delivering remarkable service.
Pay:
From $13.00 per hour
Benefits:
401(k) Life insurance Paid time off Paid training Professional development assistance
Work Location:
In person

Benefits

  • Paid Time Off (PTO)
  • 401(k) Plans
  • Professional Development
  • Dental Insurance