What are the responsibilities and job description for the Customer Service Representative - State Farm Agent Team Member position at Jordan Escobar - State Farm Agent?
Benefits:
- License reimbursement
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Opportunity for advancement
- Paid time off
- Training & development
ABOUT OUR AGENCY:
Our agency opened in 2024 and is a growing team of two with strong momentum and opportunity ahead. Before becoming a State Farm agent, I worked at Charles Schwab, bringing a financial services background and customer-focused approach into the business. I attended New Mexico State University and enjoy staying connected to the local community through events and outreach. Giving back and building relationships locally is something we value as a team.
For our team, we offer PTO, paid holidays, reimbursement for licensing costs, and a strong focus on work-life balance. We’re also flexible when it comes to personal needs - if something comes up, we work together to make it work.
What sets our agency apart is how we operate - always putting the customer’s best interests first. We offer a full range of products, including investment options, and take pride in creating a thoughtful and personalized customer experience. From sending handwritten thank-you cards to recognizing referrals, we go the extra mile to build lasting relationships. Internally, we keep things fun and engaging with quarterly outings, monthly bonuses, and a team that genuinely supports and celebrates each other’s wins.
Our office culture is flexible, energetic, and growth-focused. We believe in consistent coaching, ongoing training, and creating real opportunities for advancement. We’re looking for someone with strong communication skills who is coachable, competitive, and goal-oriented.
ROLE DESCRIPTION:
As a Customer Service Representative - State Farm Agent Team Member with Jordan Escobar - State Farm Agent, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you a fit. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support.
We look forward to connecting with you if you are the customer-focused and empathetic team member we are searching for. We anticipate internal growth opportunities for especially driven and sales-minded candidates.
RESPONSIBILITIES:
RESPONSIBILITIES:
- Answer customer inquiries and provide policy information.
- Assist customers with policy changes and updates.
- Process insurance claims and follow up with customers.
- Maintain accurate records of customer interactions.
QUALIFICATIONS:
- Communication and interpersonal skills.
- Detail-oriented and able to multitask.
- Previous customer service experience preferred.
- Bilingual Spanish preferred.