Customer Relations Pro: Insurance Support & In-Book Sales

Stephanie Raieta; Glenside (PA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Health insurance

Opportunity for advancement

Job summary

Stephanie Raieta State Farm Agency is seeking a Customer Relations Representative who delivers outstanding service, resolves questions, and supports agency growth. You’ll manage policy changes, claims support, and identify opportunities to add coverage that adds value.

Full licensing is required; obtain Property & Casualty and Life & Health licenses if not already held. The role emphasizes relationship-building and a customer-first approach in a supportive team setting.

Qualifications

• Licensing required: Property & Casualty and Life & Health licenses.
• Ability to identify in-book sales opportunities while delivering service.
• Strong attention to detail and empathy in client interactions.

Responsibilities

• Answer inquiries with clear policy information.
• Process policy changes, endorsements, and claims support.
• Conduct account reviews and identify sales opportunities.
• Record customer interactions accurately and coordinate with the team.

Skills

Customer service

Relationship building

Active listening

Communication

Multitasking

Sales approach

Education

Property & Casualty license

Life & Health license

Job description

Stephanie Raieta State Farm Agency is seeking a Customer Relations Representative who delivers outstanding service, resolves questions, and supports agency growth. You’ll manage policy changes, claims support, and identify opportunities to add coverage that adds value.

Full licensing is required; obtain Property & Casualty and Life & Health licenses if not already held. The role emphasizes relationship-building and a customer-first approach in a supportive team setting.