Licensed Insurance Representative

State Farm is the #1 property/casualty and life insurer in the U.S. with a mission to help people manage the risks of everyday life, recover from the unexpected, and realize their dreams, 365 days a year, 24 hours a day, 7 days a week. State Farm’s vision is to be the customer’s first and best choice in the products and services we provide.

Agent-Owner, Joe Freund’s Mission is to provide superior professional service that helps people align their financial goals with their dreams and manage their day-to-day risks. Joe is a 20-year State Farm Agent; among the top 100 agents across the USA. Joe is a 3rd generation State Farm Agent, and currently has two office locations in San Francisco.

Joe is currently seeking an experienced Receptionist/Customer Service Associate (no insurance license required) to join his high performing, diverse and friendly team.

Key Responsibilities of the Role

• Be able to work a set schedule in person in one of our offices in San Francisco, CA (No Remote or Hybrid Option) - 1501 Church St or 1732 Divisadero St
• Answer 10-15 inbound phone calls and resolve customer requests via email and phone, follow-up utilizing State Farm customer relationship management tool (ECRM/Salesforce)
• Adhere to Agency electronic customer files and call/email notes process
• Process Customer Payments, follow-up with receipt
• Identify and make customer pivots to additional products/services based on need and send to producer team
• Prepare Evidence of Insurance and coordinate with mortgage and realtors
• Consult with customer on coverage replacement cost, liability assessment and life need analysis
• Appointment confirmation and preparation as needed
• Prepare quotes and determine eligibility
• Respond to and resolve billing issues as they arise
• Assist in new staff training
• 10 annual Life product production – term & permanent (if licensed)
• Follow up on Personal & Commercial lines underwriting, service and memos
• Prepare Household Spreadsheets for large customers
• Communicate and follow up on “Late Payment Notices”
• Process inbound claims and adhere to Agency follow up process
• Ask for Customer Reviews for Google/YELP (10 minimum per year)

To be successful in this role, you must have

• Excellent written and verbal communication skills
• Strong phone skills, with the ability to build confidence with customer
• Driven by process, systems, and attention to detail
• Creative problem-solving abilities
• Organized, resourceful and detailed oriented
• Professional, reliable and the ability to multi-task; as well as work autonomously
• CA Property/Casualty Insurance License (Required)
• CA Life Insurance Licensed (Recommended)

Key Benefits

• Competitive Compensation
• Eligible for monthly Bonus
• Group Benefits; including health, dental, vision, and life insurance
• Career Growth
• State Farm Academy Training Program
• Team based working culture

Compensation: $25-30/hour (DOE)

Job Types: Full-time, Part-time

Pay: $25.00 - $30.00 per hour

Expected hours: 30 – 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Supplemental Pay:

• Bonus opportunities
• Commission pay

Application Question(s):

• Are you willing to complete a background check prior to accepting any offer?

Experience:

• Insurance sales: 2 years (Preferred)

Language:

• English (Required)

License/Certification:

• Property & Casualty License (Required)
• Life Insurance License (Preferred)

Location:

• San Francisco, CA 94131 (Preferred)

Ability to Commute:

• San Francisco, CA 94131 (Required)

Work Location: In person