Insurance and Financial Services Position - State Farm Team Member

Benefits:

• Bonus based on performance
• Competitive salary
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Training & development

ROLE DESCRIPTION:
In this role, you are a key leader within the agency, balancing hands-on sales and service responsibilities with team oversight and office management. This role requires someone who is licensed, confident in holding others accountable, and skilled at keeping operations running smoothly while maintaining a supportive, team-oriented culture.


You’ll act as a buffer between the team and the agent, helping communicate expectations, resolve issues, and keep everyone aligned. In addition to providing outstanding service and contributing to sales, you’ll also be responsible for performance feedback and ensuring the team meets established goals.


RESPONSIBILITIES:

• Deliver excellent customer service through phone, email, and in-person interactions.
• Assist with sales conversations, policy changes, and cross-selling when appropriate.
• Serve as a liaison between the agent and the team, helping communicate priorities and provide support.
• Monitor agency workflows and help maintain operational efficiency.
• Support the agent in reviewing files, catching details, and ensuring compliance.
• Help manage daily office needs and serve as a go-to resource for both team members and clients.

QUALIFICATIONS:

• State Farm experience is required.
• Must hold current insurance licenses (Property/Casualty and Life/Health).
• Prior leadership experience and a natural ability to motivate and guide others.
• Strong organizational skills with attention to detail.
• Professional, approachable, and confident communication style.
• Ability to take initiative, hold others accountable, and support team success in a fast-paced environment.