What are the responsibilities and job description for the Insurance customer service and sales position at State Farm Agent?
Company Description State Farm® is dedicated to helping people manage everyday risks, recover from the unexpected, and pursue their goals. For over 90 years, State Farm agents have built strong, long-term relationships with customers and communities. More than 19,000 agents across the United States serve a diverse customer base with a wide range of insurance and financial services needs. As part of a respected and well-established brand, State Farm agents focus on personalized service and local community presence. The “Like a good neighbor, State Farm is there®” commitment guides how the company supports both customers and team members.
Role Description This full-time, on-site Insurance Customer Service and Sales role is based in Mesa, AZ within a State Farm Agent’s office. The team member will handle inbound and outbound customer calls, provide product information, answer policy questions, and assist with billing and claims inquiries. The role includes identifying customer needs, recommending appropriate insurance and financial service products, and assisting with quoting, applications, and policy changes. Daily responsibilities also involve maintaining accurate customer records, following up on leads, and supporting retention efforts through proactive communication. The team member will collaborate with the agent and office staff to meet sales goals, deliver excellent service, and uphold State Farm’s standards of professionalism and compliance.
Qualifications
Role Description This full-time, on-site Insurance Customer Service and Sales role is based in Mesa, AZ within a State Farm Agent’s office. The team member will handle inbound and outbound customer calls, provide product information, answer policy questions, and assist with billing and claims inquiries. The role includes identifying customer needs, recommending appropriate insurance and financial service products, and assisting with quoting, applications, and policy changes. Daily responsibilities also involve maintaining accurate customer records, following up on leads, and supporting retention efforts through proactive communication. The team member will collaborate with the agent and office staff to meet sales goals, deliver excellent service, and uphold State Farm’s standards of professionalism and compliance.
Qualifications
- Insurance and Insurance Brokerage skills, with the ability to understand coverage options, compare policies, and support customers through the purchasing process.
- Basic Finance knowledge to explain payment options, billing, and how insurance products support financial well-being.
- Strong Communication and Customer Service skills, including active listening, clear verbal and written communication, and a customer-centered approach.
- Ability to work in a sales-focused environment, meet individual and team goals, and handle objections professionally.
- Comfort using office technology and CRM systems to document interactions, manage leads, and maintain accurate records.
- High school diploma or equivalent required; some college or related business coursework preferred.
- Property & Casualty and/or Life & Health insurance licenses (or willingness to obtain within a specified timeframe, as permitted by local regulations).
- Reliable on-site attendance in Mesa, AZ, with the ability to work standard office hours and occasional extended hours as needed.