Client-Centric Insurance Sales Specialist

State Farm Agent; Colmar (PA); On-site; USD 42,000 - 62,000; Full time

Job summary

State Farm in Colmar, PA is seeking a Sales Specialist to engage prospective and existing customers, assess insurance and financial service needs, and recommend suitable products. The role involves managing calls, scheduling visits, producing quotes, and driving sales aligned with agency goals.

The position emphasizes customer service excellence, processing policy changes, and handling billing inquiries while supporting local marketing and routine agency operations.

Qualifications

• Strong communication and interpersonal skills to explain products clearly and build trust with diverse customers.
• Customer service and relationship-building skills to handle inquiries, resolve issues, and provide ongoing support.
• Sales skills including prospecting, qualifying leads, and closing opportunities in a goal-driven environment.
• Ability to support training efforts and contribute to basic sales management activities such as tracking performance and processes.
• Comfort with computer systems, CRM tools, and digital communication platforms; attention to detail and reliable follow-through.
• Motivation to meet or exceed targets and work collaboratively in an office setting.
• Prior experience in insurance, financial services, or retail sales is beneficial but not required; relevant licenses may be obtained after hire.
• High school diploma or equivalent is required; post-secondary education in business, finance, marketing is a plus.

Responsibilities

• Manage inbound and outbound calls, schedule and conduct appointments, prepare quotes, follow up on leads, and close sales.
• Provide customer service support, process policy changes, and assist with billing inquiries.
• Participate in local marketing activities and maintain accurate records in agency systems.
• Support training and development initiatives within the office.

Skills

Communication

Customer service

Sales

Training support

CRM tools

Detail-oriented

Team collaboration

Education

High school diploma or equivalent

Tools

CRM systems

Job description

State Farm in Colmar, PA is seeking a Sales Specialist to engage prospective and existing customers, assess insurance and financial service needs, and recommend suitable products. The role involves managing calls, scheduling visits, producing quotes, and driving sales aligned with agency goals.

The position emphasizes customer service excellence, processing policy changes, and handling billing inquiries while supporting local marketing and routine agency operations.