Customer Service Representative - State Farm Agent Team Member

Job Description

Job Description

Benefits:

• Opportunity for advancement
• Paid time off
• Profit sharing
• Training & development

ROLE DESCRIPTION:
As a Customer Service Representative - State Farm Agent Team Member with Demetria Carter - State Farm Agent, plays a vital role in providing outstanding customer service and administrative support within Dee Carter State Farm Agency. This position is the first point of contact for clients — answering phones, processing billing inquiries, and assisting with policy-related requests. The Service Specialist collaborates closely with the sales team to support retention efforts, maintain compliance, and contribute to the agency’s growth and customer satisfaction goals.

RESPONSIBILITIES:

• Answer incoming phone calls promptly and professionally, directing inquiries to the appropriate team members.
• Greet and welcome clients and visitors, ensuring a positive and friendly first impression.
• Assist customers with billing questions, payments, policy inquiries, and general service needs.
• Handle incoming mail, underwriter communications, and agency memos; distribute and follow up as needed.
• Support policy renewal and retention efforts through outreach and customer service.
• Identify opportunities for cross-selling and/or policy reviews
• Maintain accurate client records and ensure timely follow-up on service requests and retention calls.
• Work collaboratively with the sales team to ensure smooth communication and support agency-wide goals.
• Follow established agency procedures and compliance requirements in handling customer data and financial transactions.
• Participate in ongoing training and professional development to stay current with State Farm products, systems, and policies.

QUALIFICATIONS:

• Active Texas Property & Casualty and/or Life & Health insurance license (or willingness to obtain within 30 days of hire) .
• Proven sales experience, preferably within insurance, financial services, or customer-focused environments.
• Strong communication, negotiation, and relationship-building skills.
• Goal-oriented mindset with the ability to meet and exceed performance metrics.
• Organized, self-motivated, and capable of managing multiple priorities.
• Bilingual (English/Spanish) is a plus.

ABOUT OUR OFFICE:
Dee Carter State Farm Insurance Agency is a community-focused insurance and financial services team dedicated to helping families and individuals, and small business protect what matters most. We provide guidance across auto, home, renters, life, small business, pet insurance, and other coverage options—building lasting relationships through great service, local support, and trusted expertise.

We’re looking for someone who is motivated to help customers, enjoys teamwork, and wants to grow in a people-first environment. If you’re passionate about making a positive difference and providing exceptional client experiences, we’d love to meet you.

BENEFITS:

• Salary plus commission/bonus
• Paid time off (vacation and personal/sick days)
• Health benefits
• Profit sharing
• Growth potential/Opportunity for advancement within my office
• Licensing reimbursement after 3 months