Customer Service Representative - State Farm Agent Team Member

Job Description

Job Description

Benefits:

• Simple IRA
• License reimbursement
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Training & development

ROLE DESCRIPTION:
As a Customer Service Representative with my agency, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you a fit. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support. 

We look forward to connecting with you if you are the customer-focused and empathetic team member we are searching for. We anticipate internal growth opportunities for especially driven and sales-minded candidates.

RESPONSIBILITIES:  

• Greet customers warmly in person and over the phone, directing them to the appropriate team members.
• Manage appointment scheduling and office communications.
• Assist in handling incoming inquiries and maintaining customer records.
• Engage in conversations with prospective and existing customers, identifying opportunities to offer insurance options.
• Provide excellent customer service and follow up on customers needs.
• Support the team with various administrative tasks and projects.

QUALIFICATIONS:  

• Previous experience in a receptionist or customer service role.
• Communication and interpersonal skills.
• Organizational and multitasking abilities.
• Comfortable with engaging in sales conversations.
• Basic computer skills, including Microsoft Office and CRM systems.

ABOUT OUR AGENCY:
Our agency is proud to have a growing team of 5 motivated individuals, each bringing unique strengths to the table. I offer team bonuses throughout the year and at year-end based on production, along with retirement matching and a health insurance stipend to support the team’s overall well-being.

Before my 8 years with State Farm, I worked as an advisor for a large privately owned financial advising firm. I graduated from the University of St. Thomas with a degree in finance and have built my agency with a strong focus on growth, development, and personal connection.

Our office culture is positive, intentional, and focused on meaningful interaction. I understand that work can sometimes feel routine, especially in insurance, so I place a strong emphasis on coaching and continuous learning. My goal is to create an environment where each team member can grow professionally and personally, defining their own version of success. If you’re driven, eager to learn, and ready to grow your career, this could be the perfect place for you.