Customer Service Representative - State Farm Agent Team Member

Job Description

Job Description

Benefits:

• Company parties
• Competitive salary
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Bonus based on performance

Team Eaton Vision: We show up with intention, integrity, and genuine care so every person we serve feels seen, heard, and protected.

Our Purpose

Our purpose is to serve our community with excellence by building relationships rooted in honesty, integrity, and genuine care. We listen first, act with intention, and protect what matters most to the families and businesses we serve.
Our work is more than policies and transactions it is about earning trust, providing clarity, and helping people navigate life with confidence and peace of mind.

Our Cultural Pillars

-Integrity Above Everything We do the right thing always, even when it is inconvenient or unseen.
-Intentional Action We act with purpose, clarity, and thoughtfulness in every interaction.
- Excellence in Every Interaction We hold ourselves to a high standard and take pride in the quality of our work.
-Genuine Care and Connection We care deeply about people and build meaningful, lasting relationships.
- Driven, Positive, Competitive Spirit We are motivated, solution-oriented, and committed to growth individually and as a team.

Kristen Eaton Insurance Agency, Inc. in Oakdale, CA is an established and growth focused insurance agency. Were looking for an outgoing and motivated individual to reach out to existing and potential customers, assess and understand their insurance needs, provide quotes, and ultimately earn their business.

If you speak fluent Spanish and English and you love meeting new people, enjoy helping others succeed, and have a strong goal orientation this may be the position youve been looking for! People from all walks of life have succeeded in this role - you could be the next one!

We are currently hiring an Insurance Account Representative team member for our Oakdale, CA location.

The ideal candidate - Does this sound like you?

Youre driven to improve and enjoy setting and hitting goals.
Youre organized and pride yourself on being efficient and effective with your time.
You enjoy competing against yourself and for awards.
You have a strong desire to help individuals, families, and businesses protect themselves from unexpected losses.
You have the ability to follow a structured review process to ensure customers have the right products and services for their specific needs.
Enjoy working in a very fast-paced environment.

The ideal candidate will have:

The ability to connect and build rapport with people in person, on the phone, or over video calls.
3 years experience in detailed clerical customer service and record keeping. (Retail Customer Service is not the same).
Youre a master multi-tasker - you can talk and type without missing a beat.

Curiosity and a desire to understand their prospects needs so they can market the appropriate products and services to them.
Proficiency with Word, Excel, and Outlook

Responsibilities + Opportunities:

Must be willing to obtain Property & Casualty and Life & Health Insurance Licenses (required to obtain).

Meeting with customers to share our insurance products and services.
Ultimately, being able to close your customers on the products and services youve recommended.
Documenting all conversations and ensuring youre taking whatever action is needed to move the process forward.
Your success will be driven by your ability to drive new business to the agency.
Setting and confirming appointments with customers
Handling payments
Identifying opportunities to serve our customers and be mindful to make sure they have the right products and services for their circumstances.
The opportunity to deal with a wide variety of people on a daily basis.

This position offers: (OR Why You Want This Opportunity:)
The opportunity to work in a high-performing agency with other high-achievers.

A competitive base salary, plus commission. This is your chance to let your drive and effort determine your income level.

Medical Benefits
Paid Time Off + Holidays
Comprehensive Paid Training with continuous and ongoing training/mentorship.

If this sounds like something youd enjoy - please apply now to start the conversation!

Keywords:
Insurance, Life Insurance, Property & Casualty Insurance, General Insurance, Commercial Insurance,
Term Life Insurance, Umbrella Insurance, Health Insurance, Sales, Casualty Insurance, Disability
Insurance, Homeowners Insurance, Liability, Insurance agent, Insurance Broker, Insurance Agency
Sales, Prospecting, Business Development, Lead Generation, Inside Sales, Outside Sales, Field Sales,
Account Representative, Account Manager, Account Executive, Sales Development Rep,
Finance, Banking, Teller, Mortgage Banker, Business Banker, Sales, Server, Serving, Customer Service, CSR, Bilingual, Spanish

Job Type: Full-time

Pay: $40,000.00 - $80,000.00 per year

Benefits:

• Health insurance
• On-the-job training
• Paid time off
• Professional development assistance

Shift:

• Day shift

Language:

• Spanish (Required)