Customer Service Representative - State Farm Agent Team Member

Job Description

Job Description

Benefits:

• Health insurance
• Vision insurance
• 401(k) matching
• Dental insurance

Customer Service Representative The McGallian Insurance Agency – State Farm Insurance
Clayton, CA | Full-Time | On-Site

About Us

At The McGallian Insurance Agency, exceptional customer service is at the heart of what we do. We build long-term relationships by providing personalized, responsive, and professional service while helping individuals and families protect what matters most.

We are seeking a dependable, motivated, and detail-oriented Customer Service Representative to join our Clayton office. The ideal candidate takes ownership of customer needs, communicates effectively, follows through on commitments, and enjoys working as part of a team.

Key Responsibilities

• Serve as a primary point of contact for customers by phone, email, text, and in person.
• Assist with questions regarding policies, coverage, billing, payments, claims, and account needs.
• Process policy changes, renewals, cancellations, and other customer requests accurately and efficiently.
• Take ownership of customer concerns and follow through until issues are addressed or resolved.
• Maintain accurate documentation of customer interactions and account activity.
• Help customers understand their coverage and connect them with the appropriate team member when needed.
• Proactively assist with customer retention and follow up on outstanding policy or account issues.
• Identify potential insurance needs and refer sales opportunities to the appropriate licensed team member.
• Assist with quotes, customer outreach, and new business follow-up as appropriate.
• Work collaboratively with the agency team and contribute to an organized, positive, and accountable office environment.

Qualifications

• Previous customer service experience required; insurance, banking, or financial services experience preferred.
• California Property & Casualty insurance license preferred.
• California Life & Health insurance license is a plus.
• Candidates who are not currently licensed must be willing and able to obtain required insurance licensing within an agreed-upon timeframe.
• Excellent verbal and written communication skills.
• Strong organization, attention to detail, and follow-through.
• Ability to multitask and prioritize in a fast-paced environment.
• Professional, dependable, positive, and comfortable handling difficult customer situations.
• Proficiency with Microsoft Office and ability to learn new software.

What We Offer

• Competitive compensation based on experience and licensing
• Performance-based incentive opportunities
• Health, dental, and vision benefits
• Retirement plan options
• Paid time off and holidays
• Training and professional development
• Opportunities for advancement
• Supportive, team-oriented work environment

How to Apply

Please submit your resume and complete all requested application and prescreen questions.

Attention to detail is important for this position. In the Comments section of the Prescreen Questions , please write:

“I am a Good Neighbor”

Applicants who do not include this statement may not be considered.

We are looking for someone who wants more than just a job—a team member who takes pride in helping customers, takes ownership of their responsibilities, and wants to grow professionally while contributing to the success of our agency.

The McGallian Insurance Agency is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.