Customer Relations Representative - State Farm Agent Team Member

Veronica Logan - State Farm Agent; Belton (TX); On-site; USD 21,000 - 30,000; Full time

Benefits offered by this job

Simple IRA

Health insurance

Paid time off

Savings bank

Training & development

Vision insurance

Dental insurance

Job summary

My254agent in Belton, TX is seeking a Customer Service Representative to be the first point of contact for customers and help keep the agency running smoothly.

You will welcome clients, answer calls, process service requests, identify sales opportunities, and coordinate appointments while building lasting relationships.

This in-office role offers hourly base pay plus commissions, with training and development to grow with the agency, and bilingual English/Spanish skills being a plus.

Qualifications

• Customer service or sales experience preferred
• Insurance experience is a plus, but not required
• Willing to obtain required insurance licenses
• Comfortable learning new systems and technology
• Bilingual English / Spanish skills are a plus

Responsibilities

• Create an Excellent Customer Experience: Welcome customers and direct them to the appropriate team member; Answer incoming calls and assist new and existing customers with their insurance needs; Handle service requests professionally, accurately, and efficiently; Recognize sales opportunities and connect customers with our producers

Skills

Customer service

Sales

Bilingual English/Spanish

Job description

Benefits

• Simple IRA
• Health insurance
• Paid time off
• Savings bank
• Training & development
• Vision insurance
• Dental insurance

Location: Belton, TX

Job Type: Full-Time / In Office

About Our Agency

Our mission is simple: To help and educate

We believe exceptional customer service goes beyond answering questions and processing transactions. It's about building relationships, solving problems, and helping families make informed decisions about protecting what matters most.

Our team culture is built around three values: Work. Help. Learn

We're looking for a dependable, organized, and motivated individual who shares those values and wants to grow with our agency.

About the Position

As our Customer Service Representative, you'll be the first point of contact for many of our customers and play a central role in keeping our agency running smoothly.

Think of yourself as our Director of First Impressions- welcoming our customers, understanding their needs, and making sure they receive the right assistance.

This position requires someone who can organize their day, manage competing priorities, take ownership of service responsibilities, and recognize opportunities to help customers with additional insurance needs.

What You’ll Do

Create an Excellent Customer Experience

• Welcome customers and direct them to the appropriate team member
• Answer incoming calls and assist new and existing customers with their insurance needs
• Handle service requests professionally, accurately, and efficiently
• Recognize sales opportunities and connect customers with our producers

Keep Daily Operations Organized

• Review voicemail, incoming requests, and daily priorities
• Coordinate appointments and maintain accurate agency calendars
• Review and process daily service work, including policy changes, missing documentation, billing issues, and cancellation concerns
• Maintain accurate records, create follow-up tasks, and ensure outstanding items are resolved

Support Claims and Customer Retention

• Monitor new claims and follow up on existing claims as appropriate
• Review open service cases and coordinate necessary follow-up
• Proactively assist customers with billing concerns, late payments, and policy retention needs
• Help identify potential coverage gaps and opportunities to better protect customers

Contribute to Agency Growth

• Gather customer information and prepare quotes for new and existing customers
• Develop confidence in proactive outbound customer calls
• Support customer retention, cross-selling opportunities, and agency production goals
• Collaborate with teammates to provide a consistent, positive customer experience

Qualifications

• Customer service or sales experience preferred
• Insurance experience is a plus, but not required
• Willing to obtain required insurance licenses
• Comfortable learning new systems and technology
• Bilingual English / Spanish skills are a plus

What We Offer

• Hourly base pay plus commissions
• Training and professional development A collaborative, supportive team
• Opportunities for professional growth