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Receptionist - State Farm Agent Team Member Rancho Santa Margarita, CA

Receptionist - State Farm Agent Team Member

Full Time • Rancho Santa Margarita, CA
Benefits:
  • Opportunity for advancement
  • Paid time off
ROLE DESCRIPTION:
Rancho Santa Margarita insurance agency dedicated to providing exceptional service to our customers. We are currently seeking a dynamic individual to join our team as a receptionist

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: 
  • Handle clerical activities such as:
    • File paperwork.
    • Answer the telephone.
    • Handle incoming and outgoing mail.
  • Update policyholder’s contact information such as phone number and email address, but not home address or other information that could change their rates or coverages.
  • Print and fax proof of insurance or send proof of insurance to the customer.
  • Call insured to ask for proof of grades for the good student discount, but not enter into the system.
  • Confirm, but not enter VIN numbers with an insured when there is a mismatch or confirm if vehicle is registered in the state.
  • Confirm, but not enter odometer readings with an insured/follow up on Drive Safe & Save reminders™ when a policyholder is late reporting their mileage
  • Produce and send form letters for cancellations due to non-payment situations.
  • Verify with the insured that the cancellation date will occur on the date requested by the insured, but not enter into the system.
  • Confirm that the driver’s license is expiring/if lost, obtain new driver’s license number, but not enter into the system.
  • Produce and send form letter for claims where basic information such as name needs to be completed/filled in.
  • Follow up with insured when the SFPP Recurring Monthly Agreement form hasn’t been received.
  • Answer basic billing questions such as amount due and due date.
  • Respond to requests for evidence of insurance from a lender, escrow company or mortgage company.
  • Call policyholder to confirm changes regarding mortgage company or lienholder changes.
  • Help policyholder register on statefarm.com® (to review documents themselves).
  • Follow up with policyholder on letters sent to confirm home alert documentation, but not enter into the system.
QUALIFICATIONS: 
  • Previous experience in a receptionist or customer service role.
  • Communication and interpersonal skills.
  • Organizational and multitasking abilities.
  • Comfortable with engaging in sales conversations.
  • Basic computer skills, including Microsoft Office and CRM systems.
Compensation: $17.00 - $21.00 per hour




 

State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

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