Customer Care Manager - State Farm Agent Team Member

State Farm Agent

Greenfield (WI)

Presencial

USD 55.000 - 80.000

Jornada completa

Hace 7 días
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Ventajas ofrecidas por este puesto de trabajo

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

Descripción de la vacante

State Farm Agent in Milwaukee County, WI seeks an experienced Customer Care Manager to lead our customer service team, oversee daily service operations, and strengthen customer relationships through responsive service and consistent follow-through.

The ideal candidate enjoys coaching others, improving processes, and supporting customer retention and agency growth. Strong insurance background and leadership skills are required for success in this role.

Formación

  • At least three years of relevant insurance industry experience.
  • State Farm agency experience strongly preferred.
  • Active Wisconsin Property & Casualty license, including Fire and Personal Lines authority.
  • Previous supervisory or team leadership experience preferred.
  • Strong understanding of insurance customer service, billing, policy administration, and retention.

Responsabilidades

  • Lead, train, and coach the customer service team, establishing clear expectations and accountability.
  • Manage daily workflows, team coverage, and service priorities to ensure timely, accurate customer support.
  • Oversee policy changes, billing inquiries, payment processing, claims assistance, and customer follow-up.
  • Resolve escalated customer concerns with professionalism and care.
  • Monitor pending tasks and maintain accurate customer records and documentation.
  • Conduct team meetings, performance reviews, and individual coaching sessions.
  • Identify opportunities to improve service processes, customer satisfaction, and retention.
  • Coach team members to identify coverage needs, cross-selling opportunities, referrals, and Insurance and Financial Reviews.
  • Collaborate with the sales team to support customer needs and agency growth.
  • Track service quality, response times, task completion, retention, and team productivity, providing updates and recommendations to agency leadership.
  • Ensure team practices follow applicable insurance regulations and agency procedures.

Conocimientos

Leadership
Customer service
Coaching
CRM software

Educación

Wisconsin Property & Casualty license

Herramientas

Microsoft Office

Descripción del empleo

Role Description

Jon Fernandez - State Farm Agent is seeking an experienced insurance professional to join our team as a Customer Care Manager. In this role, you will lead our customer service team, oversee daily service operations, and help strengthen customer relationships through responsive service, effective problem-solving, and consistent follow-through.

Benefits
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • Bonus based on performance
  • Competitive salary
Role Description

Jon Fernandez - State Farm Agent is seeking an experienced insurance professional to join our team as a Customer Care Manager. In this role, you will lead our customer service team, oversee daily service operations, and help strengthen customer relationships through responsive service, effective problem-solving, and consistent follow-through. The ideal candidate enjoys coaching others, improving processes, and supporting customer retention and agency growth. If you bring insurance experience, strong leadership skills, and a commitment to exceptional customer care, we would love to connect with you.

SCHEDULE & LOCATION
  • Full-time, in-person position in Milwaukee County, Wisconsin.
  • Monday - Friday, 8:00 AM - 5:00 PM.
  • One additional weekend shift per month; hours communicated by management.
Responsibilities
  • Lead, train, and coach the customer service team, establishing clear expectations and accountability.
  • Manage daily workflows, team coverage, and service priorities to ensure timely, accurate customer support.
  • Oversee policy changes, billing inquiries, payment processing, claims assistance, and customer follow-up.
  • Resolve escalated customer concerns with professionalism and care.
  • Monitor pending tasks and maintain accurate customer records and documentation.
  • Conduct team meetings, performance reviews, and individual coaching sessions.
  • Identify opportunities to improve service processes, customer satisfaction, and retention.
  • Coach team members to identify coverage needs, cross-selling opportunities, referrals, and Insurance and Financial Reviews.
  • Collaborate with the sales team to support customer needs and agency growth.
  • Track service quality, response times, task completion, retention, and team productivity, providing updates and recommendations to agency leadership.
  • Ensure team practices follow applicable insurance regulations and agency procedures.
Qualifications
  • At least three years of relevant insurance industry experience required.
  • State Farm agency experience strongly preferred.
  • Active Wisconsin Property & Casualty insurance license, including applicable Fire and Personal Lines authority.
  • Previous supervisory or team leadership experience preferred.
  • Strong understanding of insurance customer service, billing, policy administration, and retention.
  • Excellent communication, coaching, and conflict-resolution skills.
  • Strong organizational skills with the ability to manage multiple priorities.
  • Comfortable using CRM systems, Microsoft Office, and agency technology.
  • Ability to work independently, make decisions, and hold team members accountable.
Compensation & Benefits
  • Base salary plus performance-based bonuses and sales commissions.
  • Professional development and career growth opportunities.
  • Supportive, team-oriented work environment.

Bonus and commission eligibility is based on agency performance standards and applicable licensing requirements.

Compensation: $55,000.00 - $80,000.00 per year

Do you want a career and not just a job?

This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are an established, growth-oriented agency with a team of highly motivated individuals. Our team works hard to reach our goals together as a team and have fun while we are doing it! We want to work alongside those who are equally committed to excellence and personal achievement. Our team is comprised of results-oriented individuals that are serious about their development. If you're willing to work hard and you expect to get results from yourself and those around you, we want to meet you and talk about the opportunity we have for you. If you are self-motivated, possess an entrepreneurial spirit and have a desire to win and achieve results, please consider joining our team.

About Our Agency
  • Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
  • Our office is located in Greenfield, WI.
  • Additional languages spoken: Spanish

State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

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