Customer Service Representative - State Farm Agent Team Member

Job Description

Job Description

ROLE OVERVIEW
As a {{ job.name }} with {{ account.name }}, you’ll play a key role in creating the kind of customer experience that keeps people loyal for years. Insurance can feel confusing or stressful—especially when life changes happen—and you’ll be the calm, friendly, knowledgeable person customers can count on.

This is a great opportunity for someone who genuinely enjoys helping others, takes pride in being detail-oriented, and likes staying busy with a mix of customer conversations, problem-solving, and follow-through. You’ll work closely with a supportive agency team, learn the ins and outs of the business, and build skills that can open doors to long-term growth.

We’re excited to connect with candidates who bring empathy, professionalism, and a “let’s figure it out” attitude. If you’re motivated, enjoy working toward goals, and are interested in developing sales skills over time, we anticipate internal growth opportunities for especially driven team members.

WHAT YOU’LL DO (RESPONSIBILITIES)
In this role, you’ll be a go-to resource for customers—answering questions, handling updates, and making sure nothing slips through the cracks. Day to day, you will:

Provide excellent customer support by answering incoming inquiries (phone, email, and/or in-person) with warmth, clarity, and efficiency
Explain coverage and policy information in a way customers can understand, helping them feel confident in their choices
Assist with policy changes and updates, including reviewing requests, verifying details, and ensuring updates are processed accurately and on time
Support the claims process, helping customers understand next steps, gathering needed information, and following up to keep things moving
Maintain accurate documentation of customer interactions and policy activity to ensure compliance, smooth service, and great continuity across the team
Coordinate with other agency team members to solve issues quickly and deliver a seamless experience
Anticipate customer needs by spotting opportunities to proactively help—whether that’s identifying missing information, recommending a review, or offering next-step guidance
WHAT SUCCESS LOOKS LIKE
A successful {{ job.name }} is someone who customers trust and teammates rely on. You’ll do well here if you:

Build rapport quickly and make people feel heard
Communicate clearly, kindly, and confidently—even when conversations are sensitive
Stay organized and follow through until the issue is fully resolved
Balance speed and accuracy while juggling multiple customer requests
Look for ways to improve processes and elevate the customer experience
Are eager to learn and grow—both in service and (if you choose) sales
QUALIFICATIONS
We’re looking for a combination of strong customer service instincts and a commitment to doing things the right way. Ideal candidates have:

Excellent communication and interpersonal skills (you’re comfortable talking with many different types of people)
Strong attention to detail and the ability to multitask in a busy environment
Previous customer service experience (preferred)
Property & Casualty license (required) and willingness to obtain your Life & Health license
Bilingual (Spanish)
WHY YOU’LL ENJOY WORKING HERE
At {{ account.name }}, we believe great service is built on teamwork, professionalism, and a genuine desire to help. In this role, you’ll gain valuable industry knowledge, strengthen communication and problem-solving skills, and have the chance to grow within the agency—especially if you’re motivated and enjoy working toward goals.

READY TO APPLY?
If you’re customer-focused, dependable, and excited to build a career in insurance while making a real difference for people in your community, we’d love to hear from you. Apply today and let’s connect!