Customer Retention / Billing Specialist

Job Description

Job Description

ROLE DESCRIPTION :

State Farm Agent is a leading insurance agency dedicated to providing exceptional service to our clients. We are currently seeking a dynamic individual to join our team as a Customer Retention / Billing Specialist - State Farm Agent Team Member.

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 :

• Greet clients, answer phone calls, respond to emails, and handle client inquiries.
• Manage schedules, book appointments, and maintain office supplies.
• Prepare and process insurance forms, manage client files, and ensure all paperwork is accurately completed and filed.
• Enter client information into the agency management system and update records as necessary.
• Handle billing inquiries, process payments, follow up on overdue accounts.
• Act as a liaison between clients and agents, ensuring clear and effective communication.
• Assist in organizing marketing events, preparing promotional materials, and managing social media accounts.
• Provide preliminary assistance to clients in the claims process, ensuring proper documentation and communication with claims adjusters.

BENEFITS :

QUALIFICATIONS :

If you are motivated to succeed and can see yourself in this role, please submit your resume. We will follow up with you on the next steps in the interview process.

This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.