Customer Relations Representative - State Farm Agent Team Member

Andy Roethele Insurance & Financial Services; Plano (TX); On-site; USD 40,000 - 54,000; Full time

Benefits offered by this job

Competitive pay

Health reimbursement plan

Retirement plan

In-house marketing and leads

Job summary

Andy Roethele Insurance & Financial Services, a State Farm Agent team, is seeking a Customer Relations Representative to grow the agency through meaningful client relations and proactive marketing of products and services.

You will act as a liaison between customer needs and agency departments, supporting daily operations and customer success, with opportunities for growth and advancement within the team.

Qualifications

• Experience in sales (outside or inside) preferred.
• Experience managing client relationships is preferred.
• Excellent communication skills - written, verbal, and listening.

Responsibilities

• Establish customer relationships and follow up with customers as needed.
• Provide prompt, accurate, and friendly customer service, including inquiries about insurance availability, eligibility, coverages, policy changes, transfers, and billing.
• Promote successful and long-lasting customer relations.

Skills

Sales experience

Customer relationships

Communication skills

Marketing interest

Travel between offices

Job description

About Us:

Since opening our first agency in Highland Village in 2015 and expanding to Plano in 2023, we’ve built a thriving team of 12 and are continuing to grow. We pride ourselves on creating a positive, dynamic work environment that fosters collaboration, personal growth, and success.

What Makes Us Different:

• Team Bonding: From friendly competitions to birthday lunches and team outings, we celebrate our successes together.
• Community Involvement: We actively participate in and sponsor local teams, clubs, and events, staying connected to our communities in Highland Village and Plano.

Compensation & Growth:

• Competitive pay, individual bonuses, and a health reimbursement plan.
• Retirement plan to help you invest in your future.
• In-house marketing and a steady stream of leads to support your success.
• Unmatched opportunities for growth, including our Agent Aspirant program designed to help team members develop into future business owners and State Farm agents.

ROLE DESCRIPTION:

As an Customer Relations Representative - State Farm Agent Team Member for Andy Roethele - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.

Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.

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
• Promote successful and long-lasting customer relations.

QUALIFICATIONS:

• Experience in sales (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
• Experience managing client relationships is preferred
• Interest in marketing products and services based on customer need
• Excellent communication skills - written, verbal, and listening
• Dedicated to customer service
• Able to anticipate customer needs
• Able to effectively relate to a customer
• Willing to work between both offices (Highland Village and Plano, TX).