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Customer Relations Representative
Job Description
Customer Relations Representative at Aaron Mormann - State Farm Insurance Agent Customer Relations Representative at Aaron Mormann - State Farm Insurance Agent in Strasburg, Virginia Posted in about 23 hours ago.
Type:
full-time Customer Relations Representative - State Farm Agent Team Member Strasburg, VA | Full-Time | Monday-Friday, 9:00 AM-5:00 PM Join Our Team We are a family-focused, multi-office State Farm agency looking to expand our team in Strasburg, Virginia with an experienced, customer-focused insurance professional. This position is approximately 70% customer service and account management and 30% sales and account development. The primary focus of this role is taking excellent care of our existing customers, building strong relationships, and helping ensure their insurance needs are being met. While service is the priority, we believe great customer service naturally creates opportunities to identify additional needs. The right person will be comfortable having coverage conversations, recognizing gaps, and recommending additional products when appropriate. While this is traditionally an in-office position with hours of 9:00 AM-5:00 PM, Monday through Friday, some flexibility is available for the right person. We also believe enjoying where you work matters. We strive to maintain a strong, supportive team culture across our offices and host multiple team outings, events, and lunches throughout the year. What You'll Do Your primary responsibility will be servicing, retaining, and developing relationships with our existing customers. Approximately 70% Service & Account Management / 30% Sales & Account Development, with responsibilities including: Providing prompt, friendly, and professional service to existing customers Assisting customers with policy questions, coverage changes, billing questions, and general account needs Reviewing policies and helping customers understand their coverage Processing policy changes and maintaining accurate customer information Proactively following up on outstanding customer needs and account issues Helping resolve customer concerns and identifying solutions Building strong relationships that contribute to customer satisfaction and retention Conducting insurance reviews to ensure customers' coverage continues to meet their needs Identifying coverage gaps and opportunities to better protect existing customers Cross-selling additional insurance products when appropriate Providing quotes and recommendations for Auto, Home, Renters, Life, Health, and other insurance products Following up on sales opportunities generated through customer conversations and account reviews Working toward individual and agency retention, service, and production goals Collaborating with team members across our offices to provide a consistent customer experience Helping create long-term relationships that lead to referrals and additional business What We're Looking For This position is best suited for someone who genuinely enjoys helping people, takes ownership of customer needs, and understands that excellent service is the foundation of a successful insurance agency. You may be a great fit if you: Have a strong customer-service mindset Enjoy building long-term relationships with customers Are patient, professional, and comfortable handling a variety of customer situations Communicate clearly and confidently by phone, email, and in person Are organized and able to manage multiple customer needs and follow-ups Take ownership of issues and follow them through to resolution Pay attention to details and understand the importance of accuracy Can identify coverage gaps and confidently recommend appropriate solutions Are comfortable cross-selling and asking for additional business when an opportunity arises Understand the importance of customer retention and account development Enjoy being part of a collaborative team Are dependable and willing to jump in where needed Licensing Requirements Current Property & Casualty Insurance License - Required Life & Health Insurance License - Preferred Candidates without a Life & Health license must be willing to obtain it Previous insurance agency and customer service experience is preferred. Compensation & Benefits We offer a competitive salary along with opportunities to earn additional compensation through sales and performance: Competitive salary Commissions Performance-based bonuses 401(k) with company match Life insurance Aflac Paid Time Off (PTO) Paid holidays Licensing reimbursement Company-paid Continuing Education (CE) Team outings, events, and lunches throughout the year Professional development and growth opportunities Some scheduling flexibility for the right candidate Location & Schedule Strasburg, Virginia Monday-Friday 9:00 AM-5:00 PM This is primarily an in-office position at our Strasburg location, with some flexibility available for the right candidate. Build Your Career with Us If you're already licensed in Property & Casualty insurance and looking for a position where you can build relationships, take care of customers, and still be rewarded for identifying opportunities to grow accounts, we'd like to talk with you. We're looking for someone who wants to become a trusted resource for our customers and an important part of our team-not simply answer phones and process transactions. If you take pride in providing exceptional service, enjoy solving problems, and are comfortable turning customer conversations into opportunities when appropriate, apply today to start the conversation. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. The agent is responsible for all employment decisions regarding their employees.