- 401(k) matching
- Savings bank
- Training & development
- Respond promptly to phone calls and emails from clients and potential clients, ensuring a positive experience.
- Assist clients with inquiries related to policies, claims, and coverage options, demonstrating comprehensive product knowledge.
- Efficiently manage and organize client files and documentation to maintain seamless operations.
- Schedule appointments for agents and clients, optimizing the agency’s workflow.
- Maintain an inventory of office supplies and equipment to ensure a well-functioning environment.
- Accurately input and update client information in databases or management systems.
- Maintain detailed records of policy renewals, claims, and correspondence to support agency compliance.
- Provide essential support to the Licensed Service Team by assisting with various administrative tasks.
- Ensure service-related tasks are managed effectively, preventing unnecessary redirection to the sales team.
- Process client payments accurately and maintain comprehensive payment records.
- Timely email necessary documents to clients, maintaining a professional standard.
- Proactively communicate with clients via phone, text, or email to obtain required items for their policies.
- Assist clients in setting up and accessing their online accounts to enhance service delivery.
- Serve as a liaison between clients and insurance agents to facilitate clear and effective communication.
- Send policy confirmations, renewal notices, and other essential correspondence to clients.
- Assist clients with billing inquiries and ensure accurate payment processing.
- Track overdue payments and follow up with clients as necessary to maintain positive relationships.
- Strong communication skills, both written and verbal.
- Detail-oriented with a strong sense of organization.
- Ability to handle multiple tasks efficiently while maintaining high-quality standards.
- Familiarity with customer service principles and practices.
- Basic knowledge of insurance processes or a willingness to learn.
- Proficiency in using technology and online platforms.
- Collaborative team player who can also work independently with minimal supervision.
- Excellent customer service and interpersonal skills, with a proven ability to build and maintain relationships with clients and colleagues.
- Strong prioritization, time management, and organizational skills to meet deadlines while maintaining a high level of attention to detail.
- Hands-on experience in the insurance industry.
- Opportunity to work alongside a professional service team.
- Flexible hours for full-time or part-time availability.
- A supportive environment for learning and career development.
Ready to Launch Your Career?
This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are a growing agency with big dreams and lots of potential. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. We want to work alongside those who are equally committed to excellence and personal achievement. If you're willing to work hard and you expect to get results from yourself and those around you, we want to meet you and talk about the opportunity we have for you.
About Our Agency
- We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Business Insurance, and Renters Insurance.
- Our office is located in Pasadena CA .
- Our office is open 9:00am - 5:00pm Weekdays.
- We currently have 3 team members at our agency.
- We have 15 years of combined insurance experience in our office.
- Additional languages spoken: Spanish, Cantonese, and Mandarin
If you want a career, not a job, then we encourage you to apply.
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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