Customer Service Representative - State Farm Agent Team Member

Job Description

Job Description

Benefits:

• M-F- 8:30am-5:00pm
• Quarterly Team-Building Events
• Performance-Based Incentive Rewards
• Group Life Insurance: Provided at no cost to the team member after 90
• Dental & Vision Insurance: Available after 90 days at the team member’
• Group Health Insurance: After 90 days of employment, the agency pays 5
• Competitive salary plus performance-based bonus opportunities
• Opportunity for advancement
• Paid time off
• Training & development
• 401(k)
• 401(k) matching
• Bonus based on performance

A Culture of Performance, Recognition and Growth
At Darryl Wakefield State Farm Agency, we believe exceptional customer experiences, strong performance,
and professional growth should be recognized and rewarded.
We are building a team of motivated professionals who want more than just a job - they want an opportunity to
develop their skills, grow professionally, and build a successful insurance career.

About the Role
Darryl Wakefield State Farm Agency is looking for an organized, dependable, and customer-focused
Customer Service Representative who enjoys helping people, solving problems, and building long-term
relationships.
In this role, you will help deliver an exceptional customer experience by assisting customers with their
insurance needs, answering questions, maintaining accurate account information, conducting follow-up, and
helping customers understand their coverage.
You will also be expected to recognize opportunities to better protect customers, initiate appropriate insurance
conversations, and connect customer needs with available products and solutions.
If you are proactive, organized, relationship-driven, and enjoy helping people, we would like to talk with you.

Key Responsibilities
 Provide prompt, professional, and friendly customer service
 Assist customers with policy questions, coverage explanations, billing questions, and account-related
needs
 Process and follow up on customer-requested policy changes
 Proactively follow up with customers to promote satisfaction and retention
 Assist with new-customer onboarding and ongoing customer relationship management
 Conduct policy and account reviews to identify changes in customer needs

 Identify opportunities to better protect customers through additional insurance products and coverage
 Initiate appropriate cross-sell and needs-based conversations
 Generate sales opportunities and appointments when additional customer needs are identified
 Maintain consistent outbound customer follow-up activity
 Maintain accurate customer information, documentation, and follow-up activities in agency systems
 Help resolve customer concerns professionally and efficiently
 Work collaboratively with other team members to provide an excellent customer experience
 Participate in ongoing product, service, sales, and professional-development training
 Meet established customer service, activity, retention, and account-development expectations

Qualifications
 Florida Property Casualty insurance license preferred, or willingness to obtain
 Florida Life Health insurance license preferred, or willingness to obtain
 Previous customer service, insurance, banking, financial services, or related experience preferred
 Strong communication and interpersonal skills
 Customer-focused with a genuine desire to help people
 Strong problem-solving skills
 Highly organized and detail-oriented
 Ability to prioritize and manage multiple responsibilities
 Strong follow-up and time-management skills
 Comfortable using computer systems, agency software, CRM systems, and technology
 Comfortable initiating conversations about additional customer needs
 Positive attitude, strong work ethic, and willingness to be coached and developed
 Bilingual Spanish skills are a plus

What Success Looks Like
Successful Customer Service Representatives are proactive, organized, responsive, relationship-focused,
and accountable. They do not simply complete transactions - they look for opportunities to provide an
exceptional customer experience and strengthen customer relationships.
 Providing exceptional customer service
 Timely and consistent customer follow-up
 Accurate account documentation
 Effective problem-solving
 Proactive policy and account reviews
 Identifying additional customer needs
 Creating appropriate cross-sell and sales opportunities
 Supporting strong customer retention
 Meeting established activity and performance expectations
 A willingness to learn, improve, and be coached
 Working collaboratively with the entire agency team

Compensation
$45,000-$55,000 Total Compensation Opportunity
Competitive compensation package consisting of base salary plus performance-based incentives and bonus
opportunities.
Total compensation will vary based on experience, licensing, individual performance, and results.

About Our Agency
Our mission is to help people manage the risks of everyday life, recover from the unexpected, and realize
their dreams.
Our team is made up of motivated professionals who take their development seriously while maintaining a
positive, energetic, and supportive work environment.
We invest in training, coaching, and professional development to help our team members strengthen their
skills and build successful careers in the insurance industry.
Office Location:
11555 Central Parkway, Suite 904
Jacksonville, FL
Office Hours:
Monday-Friday, 8:30 AM-5:00 PM
¡Hablamos Español!

Do You Want a Career and Not Just a Job?
If you are customer-focused, self-motivated, organized, coachable, relationship-driven, and committed to
providing an exceptional customer experience, this may be the opportunity for you.
We want team members who enjoy helping customers, solving problems, building relationships, and
identifying opportunities to better protect the people we serve.
If you want to be part of a team committed to service, excellence, accountability, growth, and achievement,
we encourage you to apply.

How to Apply
If you are ready to grow your insurance career, develop professionally, and help customers protect what
matters most, we encourage you to apply.
We look forward to learning more about you and discussing how you can contribute to the continued success
of Darryl Wakefield State Farm Agency.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm
agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are
independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.