What are the responsibilities and job description for the Customer Relations Representative - State Farm Agent Team Member position at Heather Taylor - State Farm Agent?
Benefits:
- Opportunity for advancement
- Paid time off
- Training & development
- Bonus based on performance
- Competitive salary
Now Hiring: In-Office Client Services Agent
Local State Farm Insurance Agency | Full-Time, In-Office Position
We’re growing and looking for the right person to join our team as an In-Office Client Services Agent.
This is an important role within our agency focused on taking great care of our existing clients, supporting day-to-day service needs, identifying opportunities to better protect the people we serve, and helping our agency continue to grow.
We’re looking for someone who is dependable, personable, organized, and eager to learn—someone who enjoys helping people, takes ownership of their work, and wants the opportunity to build a career.
This is an in-office position and insurance licensing is required. If you’re the right fit but aren’t currently licensed, we’ll provide guidance, support, and coaching to help you through the licensing process.
What You’ll Be Responsible For
- Supporting existing clients with policy changes, billing questions, coverage questions, and general account needs
- Assisting with in-office customer appointments and conversations
- Helping identify opportunities within existing client relationships, including account reviews, coverage gaps, and additional insurance needs
- Working assigned client lists to proactively follow up and strengthen existing relationships
- Helping reduce the day-to-day service workload on agency leadership so our team can continue to focus on growth and client experience
- Maintaining accurate, thorough client records and documentation
- Following agency systems, workflows, and service standards
- Participating in ongoing training, coaching, and team meetings
- Growing your insurance knowledge and developing the skills to take on additional responsibilities and opportunities over time
What This Role Is — and Is Not
This is NOT a cold-calling position.
This is NOT a high-pressure sales role.
This is NOT a high-pressure sales role.
This IS a relationship-focused position where you’ll work primarily with existing clients and help make sure they are receiving the service, attention, and coverage conversations they deserve.
We believe great service naturally creates opportunities for deeper client relationships. You should be comfortable having conversations about insurance needs, asking questions, and identifying ways our agency may be able to help.
For the right person, this position offers real growth potential into higher-level service, sales, and agency responsibilities.
What We’re Looking For
- Local candidate who is able to work in-office
- Strong communication and interpersonal skills
- Dependable, organized, and detail-oriented
- Positive attitude and willingness to be part of a team
- Coachable and comfortable receiving feedback
- Able to learn new systems, processes, and technology
- Comfortable speaking with clients both in person and over the phone
- Willing to obtain required insurance licenses
- Someone who takes ownership, follows through, and wants to continue growing professionally
Previous insurance experience is a plus, but it is not required. We are more interested in finding someone with the right attitude, work ethic, communication skills, and willingness to learn.
What We Offer
- Hands-on coaching and professional development
- Clear opportunities for growth within the agency
- Supportive, team-oriented work environment
- The opportunity to develop valuable insurance, customer service, and sales skills
- A chance to build a long-term career—not simply find your next job
IN-OFFICE POSITION | LOCAL CANDIDATES ONLY
If you’re looking for an opportunity where you can learn, grow, build relationships, and become an important part of a professional team, we’d love to hear from you.
We’re looking for someone who wants to show up, contribute, keep learning, and grow with us.
Apply today and tell us what stood out to you about this opportunity and why you think you’d be a great addition to our team.
Benefits:
Vacation & Paid Time Off, 401K Plan, Paid HolidaysSalary : $35,000 - $80,000