Customer Service Representative - State Farm Agent Team Member

Job Description

Job Description

ROLE DESCRIPTION
As a {{ job.name }} for {{ account.name }} , you’ll help drive the growth of our agency while ensuring a high level of customer service and support. You’ll build meaningful relationships, identify opportunities to help new and existing customers, and partner with our team to connect customers with the right insurance and financial protection solutions—guided by integrity, care, and a client-first mindset.

This role is focused on new customer acquisition. You’ll primarily support inbound calls and online requests, welcoming prospective customers into the Craig Vickers – State Farm experience. Your goal is to help each customer feel—immediately—that they called the right place by providing a differentiated, confidence-building experience from the very first conversation.

RESPONSIBILITIES

• Answer inbound calls and respond to online customer requests promptly and professionally
• Provide prompt, accurate, and friendly customer service, including support with:
  • insurance availability and eligibility
  • coverage explanations and recommendations
  • policy changes, transfers, claim submissions, and service requests
  • billing questions and service needs
• Proactively market and recommend relevant products and services based on customer needs
• Prospect for new customers through outreach, lead follow-up, referrals, and other assigned activities
• Build and maintain strong customer relationships through consistent communication and follow-up
• Promote long-lasting customer relationships through excellent communication and reliability
• Coordinate with internal agency teams to ensure timely, organized customer support
• Maintain accurate records of customer interactions, activities, and results (as required)

QUALIFICATIONS

• Sales experience preferred (outside sales, inside sales, sales representative, retail sales, telemarketing, or similar)
• Interest in marketing products and services based on customer needs
• Strong relationship-building skills and genuine customer empathy
• Excellent communication skills (written, verbal, and listening)
• Dedicated to customer service and able to anticipate customer needs
• Ability to clearly connect with customers and build trust
• Experience managing client relationships is a plus

Core Values & What “Great” Looks Like

We’re looking for candidates who are self-starters—people who take initiative, want to grow professionally, and are willing to continuously reflect on their performance and how they show up for customers.

The ideal team member is committed to the fundamentals of strong insurance conversations, including:

• Conducting tailored, needs-based discussions rather than simply following scripts
• Listening to understand individual circumstances and priorities
• Explaining coverage options clearly and recommending solutions that fit each customer

This role also benefits from confidence in discussing liability and asset protection needs, along with a foundational understanding of financial planning and protection for families and their futures. You don’t need to know everything on day one—but you should be willing to learn, improve, and consistently work toward mastery.

Compensation

This role starts with a $55,000 base salary, along with commission/bonus opportunities. When executed at a high level—focusing on customer needs and achieving agency expectations—earnings are expected to reach $65,000+, with potential for significantly more based on the depth of customer conversations and your effort.

Training & Support

You’ll receive ongoing training and coaching from experienced leaders in the industry. We invest in helping you master the fundamentals—how to conduct great insurance conversations, build trust through needs-based recommendations, and deliver consistent service excellence. You’ll have clear guidance, practical tools, and support to help you grow with confidence.

Atmosphere & Work Environment

Our agency is built around a professional, people-first culture—focused on high standards, teamwork, and meaningful client service. You’ll work in a clean, well-appointed office environment designed for success, including:

• An individual office available for the new hire
• A dedicated, high-end conference room for customer insurance and financial reviews

Proven Leadership & Support

You’ll be joining a proven leader in the insurance industry in our area—an agency team with a strong track record, clear standards, and the desire to help you succeed. We also have the capacity to support your role with effective marketing and advertising , so you can focus on serving customers, converting opportunities, and building long-term relationships.