Customer Relations Representative - State Farm Agent Team Member

Job Description

Job Description

Benefits:

• Bonus based on performance
• Competitive salary
• Opportunity for advancement
• Paid time off
• Training & development

ROLE DESCRIPTION:
As a Customer Relations Coordinator, you will play a key role in keeping our sales pipeline organized, responsive, and moving forward. This position is focused on client communication, lead follow-up, appointment setting, and ensuring potential customers receive a fast, professional experience from first contact through onboarding. You’ll work closely with the sales team to help create a smooth customer journey while supporting the overall growth of the agency.

We are looking for someone who is organized, proactive, detail-oriented, and comfortable communicating with customers throughout the day. If you enjoy staying busy, following processes, and helping create a great customer experience, this could be a great fit.

RESPONSIBILITIES:

• Respond to and distribute incoming leads quickly and accurately
• Send follow-up texts and emails to prospective customers
• Schedule appointments for the sales team
• Assist with onboarding and client follow-up communication
• Coordinate cancellation requests with prior insurance carriers
• Send welcome emails and onboarding information to new clients
• Maintain accurate client and pipeline information within agency systems
• Monitor incomplete files and follow up on missing information
• Support overall agency organization and workflow efficiency
• Provide professional and timely customer communication throughout the day 

QUALIFICATIONS:

• Strong communication and customer service skills
• Comfortable handling outbound communication by phone, text, and email
• Highly organized with strong attention to detail
• Ability to multitask and prioritize in a fast-paced environment
• Dependable and process-oriented
• Basic computer and data entry skills
• Previous office, customer service, telemarketing, or insurance experience preferred

SCHEDULE :

• Monday: 7:00 AM - 3:00 PM
• Tuesday - Friday: 7:30 AM - 3:30 PM

ABOUT OUR AGENCY:
Our agency has grown steadily over the years, beginning with our Franklin office in 2015, followed by our Plainfield location in 2019, and most recently, our Danville office in 2022. Today, we’re proud to have a team of 26 talented and driven individuals who are the heart of everything we do.

We offer competitive pay along with a comprehensive benefits package including PTO and sick time, a company retirement plan (after one year), group life insurance at the company’s expense (with spouse/child coverage available), group medical, dental, and vision insurance, and the opportunity for customized travel bonus trips.

We look for individuals who are competitive, growth-minded, and motivated by their own “why.” People who thrive here are self-starters who want to win, value being part of a positive and competitive team environment, and genuinely care about helping customers through personalized insurance and financial service solutions.

What makes our agency special is our leadership and culture — we provide the tools and freedom to succeed without micromanagement. Our team truly enjoys working together, supporting each other, and having fun while staying driven to be the best.

We’re also proud to stay engaged with our community, actively participating in events throughout Johnson, Hendricks, and Marion Counties, and sponsoring programs at local high schools near our offices. If you’re looking for a place where you can grow, compete, and make a meaningful impact, this could be the perfect team for you.