Customer Relations Representative - State Farm Agent Team Member

Brennan Insurance Agency Inc; Oregon (WI); On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

Simple IRA

Health benefits

Paid time off

Job summary

Brennan Insurance Agency Inc is looking for a Customer Relations Representative to join their team. The role involves building customer relationships, providing exceptional service, and meeting marketing goals.

Ideal candidates will have sales experience and excellent communication skills, along with a Property and Casualty license. Compensation ranges from $40,000 to $50,000 annually, with growth potential and benefits including a Simple IRA and health coverage.

Qualifications

• Experience in outside sales, retail, or telemarketing preferred.
• Track record of meeting sales goals/quotas.
• Ability to make presentations to potential customers.

Responsibilities

• Establish customer relationships and follow up as needed.
• Provide prompt and accurate customer service.
• Educate customers about insurance options.

Skills

Sales experience

Excellent communication skills

Self-motivated

Detail oriented

Marketing experience

Education

Property and Casualty license

Life and Health license (must be able to obtain)

Job description

Position Overview

Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Customer Relations Representative - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self‑starter who thrives in a fast‑paced environment, this is your opportunity for a rewarding career with excellent income and growth potential.

Responsibilities

• Establish customer relationships and follow up with customers, as needed.
• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
• Use a customer‑focused, needs‑based review process to educate customers about insurance options.
• Work with the agent to establish and meet marketing goals.
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

Compensation and Benefits

• Simple IRA
• Salary plus commission/bonus
• Health benefits
• Paid time off (vacation and personal/sick days)
• Valuable experience
• Growth potential / Opportunity for advancement within the agency

Requirements

• Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.
• Successful track record of meeting sales goals/quotas preferred.
• Excellent communication skills – written, verbal, and listening.
• Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
• Self‑motivated.
• Detail oriented.
• Ability to make presentations to potential customers.
• Achieve mutually agreed upon marketing goals.
• Experience in marketing.
• Property and Casualty license (must have currently).
• Life and Health license (must be able to obtain).

This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm.

Compensation: $40,000.00 – $50,000.00 per year.