Customer Relations Representative - State Farm Agent Team Member

Elizabeth Marshall - State Farm Agent; Indianapolis (IN); On-site; USD 40,000 - 45,000; Full time

Benefits offered by this job

401(k)

Health insurance

Flexible schedule

Opportunity for advancement

Paid time off

Training and development

Job summary

Elizabeth Marshall - State Farm Agent in Indianapolis, IN is searching for a Customer Relations Representative focused on inside sales. The role requires a detail-oriented individual to engage with clients, understand their insurance needs, and provide tailored solutions.

The ideal candidate will have proven sales experience, strong organizational skills, and excellent communication abilities. Salary ranges from $40,000 to $45,000 plus commissions. Training and development opportunities are provided, along with a collaborative work environment.

Qualifications

• Proven experience in a sales role, preferably within the financial services or insurance industry.
• Strong organizational skills and attention to detail.
• Excellent communication and interpersonal skills.

Responsibilities

• Engage with existing clients and leads to understand their insurance needs.
• Conduct proactive conversations to identify additional coverage opportunities.
• Ensure all client interactions and transactions are accurately recorded.

Skills

Sales experience

Organizational skills

Communication skills

Interpersonal skills

Job description

Benefits:

• 401(k)
• Competitive base salary with commissions
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off (vacation and personal/sick days)
• Training and development
• Comprehensive training and ongoing support
• Positive and collaborative work environment
• Professional growth opportunities

Position:

Customer Relations Representative

Location:

Indianapolis, IN

Compensation:

$40,000 - $45,000 base salary plus commissions (higher end for candidates with prior financial services sales experience)

About Us:

At Elizabeth Marshall - State Farm, we are dedicated to providing exceptional insurance services to our clients. We pride ourselves on our proactive approach and commitment to ensuring our clients' needs are met with precision and care.

Role Overview:

We are seeking a process-driven, detail-oriented Customer Relations Representative to join our team. This role focuses on inside sales, working with existing clients and leads rather than cold calling. The ideal candidate will have a passion for sales, excellent organizational skills, and the ability to engage in proactive conversations to drive sales within our existing book of business.

Key Responsibilities:

• Engage with existing clients and leads to understand their insurance needs and provide tailored solutions.
• Conduct proactive conversations with clients to identify opportunities for additional coverage and cross‑selling.
• Ensure all client interactions and transactions are accurately recorded and nothing falls through the cracks.
• Maintain a high level of product knowledge and stay current with industry trends and regulations.
• Meet or exceed sales targets and contribute to the overall success of the team.

Qualifications:

• Proven experience in a sales role, preferably within the financial services or insurance industry.
• Strong organizational skills and attention to detail.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Must be fully licensed at start date or obtain required licenses within the first 30 days of employment.

We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, or disability.