State Farm - Service Assistant

State Farm - Service Assistant

18 Jul 2025
Hawaii, Hawaii, 96801 Hawaii USA

State Farm - Service Assistant

Position: Service Assistant

Skills/Abilities

- Maintain a level of independence and initiative in your daily tasks.

- Maintain efficiency, dependability, and responsibility.

- Maintain knowledge and understanding of all computer systems.

- Perform other related duties as assigned by Service Manager and/or Agent.

- Work as a Team to achieve Agency-wide goals.

- Provide friendly, professional, and knowledgeable customer service.

- Communicate effectively and be adaptable to change.

Duties & Responsibilities (including, but not limited to):

- Answering the phone

- Scanning and savings docs

- Handle incoming and outgoing mail

- Creating client folders for incoming office appointments

- Accept and process payments

- Correspond with clients, lenders, prospects, etc, via phone, email, in-person

- Schedule Insurance and Financial Review appointments for Agent

- Processing changes for client’s policies

- Working with banks/lenders re: client changes

- Other duties as assigned

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