Customer Relations & Insurance Sales Specialist

Yoursfladyinred; Shoreline (WA); Hybrid; USD 50.000 - 70.000; Vollzeit

Benefits dieser Stelle

Bonus based on performance

Opportunity for advancement

Paid time off

Free food & snacks

Zusammenfassung

Laarnie Soma Agency in Shoreline, WA is seeking a dedicated Customer Relations Representative to join a small, supportive team and deliver memorable insurance service. You will welcome customers, answer questions, coordinate appointments, assist with quotes and policy applications, handle billing questions, and support renewals while ensuring compliance.

This role offers a clear path for growth in a friendly office that values teamwork, initiative, and a positive energy that helps the agency

Qualifikationen

• Must be able to obtain and maintain applicable state insurance licenses.
• Strong communication and organization skills.
• Prior experience in customer service, insurance sales, and/or administrative support.

Aufgaben

• Welcome incoming customers, answer questions, identify needs, and recommend appropriate State Farm coverage.
• Use the agency CRM to contact leads quickly, track status, and schedule appointments for the agent or sales team.
• Assist with new business by gathering accurate information, preparing details, and helping prospects understand next steps.
• Help with account changes, billing questions, and policy reviews—looking for ways to improve coverage and pricing.
• Monitor renewal timelines, address concerns, and support retention efforts before policies renew.
• Keep lead/customer information organized and communicate clearly with the agent and team to ensure smooth handoffs.
• Track key sales/service metrics and share updates, opportunities, and improvement ideas.
• Support local events and campaigns that strengthen relationships and generate new leads, including referrals.
• Document interactions accurately and follow State Farm procedures, licensing, and disclosure requirements.

Kenntnisse

Communication

Sales skills

Organization

Attention to detail

Customer service

Insurance licenses

Jobbeschreibung

Laarnie Soma Agency in Shoreline, WA is seeking a dedicated Customer Relations Representative to join a small, supportive team and deliver memorable insurance service. You will welcome customers, answer questions, coordinate appointments, assist with quotes and policy applications, handle billing questions, and support renewals while ensuring compliance.

This role offers a clear path for growth in a friendly office that values teamwork, initiative, and a positive energy that helps the agency