Customer Relations Representative - State Farm Agent Team Member

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 #J-18808-Ljbffr Matt Kwiatkowski - State Farm Agent