Client Specialist

State Farm Insuance; Beachwood (OH); On-site; USD 42,000 - 52,000; Full time

Job summary

State Farm Insurance in Beachwood, OH, seeks a Client Specialist to join our on-site team. You will handle calls, respond to emails, schedule appointments, and follow up on referrals while providing quotes and explaining coverage options.

You will process applications and ensure accurate documentation, contributing to client retention through courteous, solutions-focused service. This full-time role supports growth within a trusted national brand.

Qualifications

• High school diploma or equivalent required; licenses (P&C, Life & Health) beneficial.
• Strong customer service mindset with ability to handle diverse client needs.
• Able to learn and explain insurance and financial products to clients.
• Proficient with CRM systems and basic data entry.
• Reliable and detail-oriented in a fast-paced environment.

Responsibilities

• Handle inbound and outbound calls; respond to emails.
• Schedule appointments and follow up on leads and referrals.
• Provide quotes and explain coverage options to clients.
• Process applications and ensure accurate documentation in agency systems.
• Support client retention with timely, courteous, solutions-focused service.

Skills

Interpersonal skills

Verbal & written communication

Customer service

Customer experience

Insurance product knowledge

CRM software

Data entry

Reliability & attention to detail

Organization

Education

High school diploma

Property & Casualty license

Life & Health license

Tools

CRM software

Office suite

Job description

Company Description We are a well-established, family-oriented State Farm agency that has proudly served Cuyahoga County and the surrounding areas for over 20 years. The agency offers a broad range of insurance products, including auto, home, business, and life, as well as financial services for individuals and businesses. Team members work with competitive products backed by a trusted national brand. The agency emphasizes strong product knowledge, personalized guidance, and responsive customer service. Employees join a supportive environment focused on long-term relationships with clients and professional growth.

Role Description The Client Specialist is a full-time, on-site role based in Beachwood, OH. This position involves assisting clients with insurance and financial services needs, including policy questions, changes, and new product recommendations. Daily responsibilities include handling inbound and outbound calls, responding to emails, scheduling appointments, and following up on leads and referrals. The Client Specialist will provide quotes, explain coverage options, process applications, and ensure accurate documentation in agency systems. The role also includes proactively supporting client retention and satisfaction by delivering timely, courteous, and solutions-focused service.

Qualifications

• Strong interpersonal skills, with the ability to build rapport and maintain professional relationships.
• Effective communication skills, including clear verbal and written communication with diverse clients.
• Commitment to customer service and customer satisfaction, with a focus on resolving issues efficiently.
• Understanding of customer experience principles, ensuring consistent, high-quality interactions.
• Ability to learn and explain insurance and financial service products; prior industry experience is a plus.
• Comfort using office technology, CRM systems, and basic data entry tools.
• High level of reliability, attention to detail, and organizational skills in a fast-paced environment.
• Preferred: High school diploma or equivalent; additional education or relevant licenses (e.g., Property & Casualty, Life & Health) are beneficial.