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Skills
Banking Servicesunmatched
Billingunmatched
Coachingunmatched
Consultative Salesunmatched
Customer Experienceunmatched
Customer Support/Serviceunmatched
Detail Orientedunmatched
Documentationunmatched
Establish Prioritiesunmatched
Follow Throughunmatched
Insuranceunmatched
Licensingunmatched
Meet Sales Quotaunmatched
Multilingualunmatched
Multitaskingunmatched
Organizational Skillsunmatched
Revenue Growthunmatched
Salesunmatched
Sales Supportunmatched
Team Playerunmatched
Time Managementunmatched
Training/Teachingunmatched
Description
Benefits:
Bonus based on performance
Employee discounts
Free food & snacks
Opportunity for advancement
Paid time off
Position Overview
Our State Farm agency is looking for a relationship-driven professional who enjoys helping people and thrives in a role with variety. This position is a balanced role involving both service and sales—supporting our existing customers with everyday policy and billing needs while also identifying opportunities to protect them better through consultative conversations.
If you’re organized, personable, and motivated by both helping customers and hitting goals, you’ll fit right in with our small, collaborative team. This role can grow over time based on your strengths and the needs of the agency.
What You’ll Do
Assist existing customers with policy questions, billing inquiries, changes/updates, and general account support
Provide a smooth customer experience through phone, email, text, and in-person communication
Use needs-based conversations to identify gaps, make recommendations, and offer additional products when appropriate
Follow up on quotes, requests, and open items to ensure excellent service and strong retention
Stay organized with documentation, activity tracking, and timely follow-through
Work closely with the team to meet service standards and achieve sales goals
What We’re Looking For
A team player with a positive attitude and a strong sense of ownership
Detail-oriented with excellent organization and follow-up habits
Comfortable multitasking and prioritizing in a fast-paced office environment
Confident communicator with a professional phone presence
Motivated by goals and willing to have consultative sales conversations
Prior experience in customer service, sales, banking, hospitality, or insurance is a plus (not required)
Bilingual is a plus (not required)
Licensing & Training
Insurance licensing is required for the role, but not required to start. We’ll support you through the licensing process and provide training/coaching to help you succeed.
Why Work With Us
Supportive, close-knit team where you’re valued and coached
A role that blends relationship-based service with sales growth opportunities
Performance-based incentives in addition to base pay