Customer Relations Representative - State Farm Agent Team Member

Matt Kwiatkowski - State Farm Agent; Franklin (IN); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Opportunity for advancement

Paid time off

Training & development

Job summary

Matt Kwiatkowski - State Farm Agent in Indiana is seeking a Customer Relations Coordinator to keep our sales pipeline organized and moving. You will handle client communication, follow up on leads, schedule appointments, and support onboarding to deliver a fast, professional customer experience.

The ideal candidate is organized, proactive, detail-oriented, and comfortable communicating with customers daily by phone, text, and email.

Qualifications

• Strong communication and customer service skills.
• Comfortable handling outbound communication by phone, text, and email.
• Highly organized with strong attention to detail.
• Ability to multitask and prioritize in a fast-paced environment.
• Dependable and process-oriented.
• Basic computer and data entry skills.
• Previous office, customer service, telemarketing, or insurance experience preferred.

Responsibilities

• Respond to and distribute incoming leads quickly and accurately.
• Send follow-up texts and emails to prospective customers.
• Schedule appointments for the sales team.
• Assist with onboarding and client follow-up communication.
• Coordinate cancellation requests with prior insurance carriers.
• Send welcome emails and onboarding information to new clients.
• Maintain accurate client and pipeline information within agency systems.
• Monitor incomplete files and follow up on missing information.
• Support overall agency organization and workflow efficiency.
• Provide professional and timely customer communication throughout the day.

Skills

Strong communication

Customer service

Organized

Multitasking

Detail-oriented

Data entry

Office experience

Job description

Benefits

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

Role Description

As a Customer Relations Coordinator, you will play a key role in keeping our sales pipeline organized, responsive, and moving forward. This position is focused on client communication, lead follow-up, appointment setting, and ensuring potential customers receive a fast, professional experience from first contact through onboarding. You’ll work closely with the sales team to help create a smooth customer journey while supporting the overall growth of the agency.

We are looking for someone who is organized, proactive, detail-oriented, and comfortable communicating with customers throughout the day. If you enjoy staying busy, following processes, and helping create a great customer experience, this could be a great fit.

Responsibilities

• Respond to and distribute incoming leads quickly and accurately
• Send follow-up texts and emails to prospective customers
• Schedule appointments for the sales team
• Assist with onboarding and client follow-up communication
• Coordinate cancellation requests with prior insurance carriers
• Send welcome emails and onboarding information to new clients
• Maintain accurate client and pipeline information within agency systems
• Monitor incomplete files and follow up on missing information
• Support overall agency organization and workflow efficiency
• Provide professional and timely customer communication throughout the day

Qualifications

• Strong communication and customer service skills
• Comfortable handling outbound communication by phone, text, and email
• Highly organized with strong attention to detail
• Ability to multitask and prioritize in a fast-paced environment
• Dependable and process-oriented
• Basic computer and data entry skills
• Previous office, customer service, telemarketing, or insurance experience preferred

Schedule

• Monday: 7:00 AM - 3:00 PM
• Tuesday - Friday: 7:30 AM - 3:30 PM