Job Description
Job Title: Customer Service Representative
Job Purpose : This full-time position involves helping the agent and co-workers provide excellent
customer service to the agency’s customers. To do this, the Customer Service Representative is
expected to be able to contact current customers and assist in customer service the agent and any
licensed co-workers.
Experience and Knowledge: General knowledge of office procedures, ambition, and willingness to learn
are essential attributes of a successful Customer Service Representative.
Skills and Abilities: A pleasant, outgoing personality.
Above average organizational and time management skills.
The ability and desire to learn.
The ability to handle customer service problems in a professional and friendly
manner.
A preference to work with people and meet new people daily.
The ability to learn and to operate a computer.
Job Related Training Courses and Programs: The employee will be expected to complete property-
casualty licensing State exams and State Farm licensing training the first three months of employment in this office.
Full-time employees are expected to obtain both Property/Casualty and Life/Health State License within
the first 9 months of employment.
The agent will pay the fees required for State of Illinois testing and
renewal costs once the license for the first year only. Licensed staff members will be required to fulfill all
continuing education courses to maintain their license.
Essential Daily Functions:
1. Pleasantly greeting clients and prospects who walk in or call.
2. Processing policy changes for policyholders.
3. Contacting and asking policyholders and new prospects to set
up sales appointments for the agent and team members.
4. Preparing sales materials for customers.
5. Fill out an activity log.
6. Update client data and pivot to another product with every client
contact.
7. Ask for referrals on a daily basis.
8. Handling additional duties that may be assigned.
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