Agency Operations & Customer Relations Specialist

State Farm Insurance Companies; Albuquerque (NM); On-site; USD 30,000 - 42,000; Full time

Job summary

Leal Insurance & Financial Services, Inc. in Albuquerque is seeking a Customer Relations & Agency Operations Specialist to organize daily workflow and support the service team.

The role focuses on handling customer requests, coordinating insurance service tasks, and maintaining clear documentation to ensure smooth agency operations. The position requires proactive organization, strong communication, and a willingness to learn insurance products and agency procedures, with a focus on building a

Qualifications

• Experience in customer service or professional office settings preferred.
• Strong organizational and follow-through skills.
• Willingness to learn insurance products and agency procedures.

Responsibilities

• Review incoming service needs and help organize daily workflow.
• Assist with billing and payment-related customer requests.
• Coordinate and follow up on business insurance service requests.
• Assist with certificates, policy changes, vehicle and driver changes, documentation, and underwriting requests.
• Help coordinate claims-related customer calls and follow-up.
• Maintain accurate tasks, follow-ups, and professional documentation in Salesforce.
• Help manage appointment scheduling and follow-up for the agency owner.
• Review and prepare customer profiles before scheduled insurance and financial conversations.
• Contact customers to schedule, confirm, and reschedule appointments.
• Identify outstanding Auto, Fire, and Life insurance needs and make sure appropriate follow-up occurs.
• Assist with agency marketing, social media, and community activities after higher-priority customer and operational responsibilities are handled.

Skills

Organizational skills

Follow-through

Communication skills

Technology literacy

Multitasking

Customer service

Tools

Salesforce

Job description

Leal Insurance & Financial Services, Inc. in Albuquerque is seeking a Customer Relations & Agency Operations Specialist to organize daily workflow and support the service team.

The role focuses on handling customer requests, coordinating insurance service tasks, and maintaining clear documentation to ensure smooth agency operations. The position requires proactive organization, strong communication, and a willingness to learn insurance products and agency procedures, with a focus on building a