Customer Relations Representative - State Farm Agent Team Member

Chuckmcfarland; Seattle (WA); Hybrid; USD 45,000 - 55,000; Full time

Benefits offered by this job

Paid Time Off

Benefits Allowance

Flexible work from home options

Job summary

A State Farm independent contractor agent located in Seattle is seeking a detail-oriented and customer-focused team member for a hybrid full-time role. The position involves building customer relationships and promoting insurance products including auto, home, and life insurance. Candidates should possess strong communication skills and a proactive problem-solving attitude. The job offers an annual salary starting at $50,000 and a flexible work-from-home option, along with benefits such as PTO and a benefits allowance.

Qualifications

• Interest in marketing products and services based on customers’ needs.
• Ability to work both independently and in a team environment.
• Desire to work in a diverse setting where all voices are welcome.

Responsibilities

• Establish customer relationships and follow up as needed.
• Educate customers about insurance options based on needs.
• Develop leads and schedule follow-up appointments.
• Communicate coverage gaps to customers effectively.
• Maintain and clean up CRM customer accounts.

Skills

Excellent communication skills

Detail-oriented

Proactive in problem-solving

People-oriented

Coachable attitude

Ability to multitask

Job description

Position Overview

Are you detail-oriented and customer-focused? Do you enjoy engaging with people? Do you enjoy helping others? If you answered yes to these questions, working for a State Farm independent contractor agent (aka “agent owner”) may be the career for you! State Farm agents market only State Farm insurance and financial service products, based in the confidence that State Farm is the largest, and often highest-rated insurance company in the country.

Chuck McFarland’s State Farm is located in Seattle, in the Queen Anne neighborhood. This full‑time team member role will be a hybrid role, with a combination of in‑office and remote work. Team member should be licensed for P&C (property and casualty) upon hire, and will also be required to be licensed for L&D (life and disability) within 90 days of start date.

You will build and develop customer relationships within the community to promote State Farm products, including auto, home, and life insurance. This position will allow you to experience working in an agent’s office and, if you have a desire to own and operate your own business, this opportunity will give you a chance to explore becoming a State Farm agent yourself. Though this position is largely focused on service, our agency approach includes believing in an almost complete overlap of customer service and sales, as we help identify risks in people’s lives and assist them in addressing those risks. Successful team members are able to pivot between opportunities for the customer, keeping the customers’ needs in mind at all times.

Requirements

• Interest in marketing products and services based on customers’ needs
• Excellent communication skills - written, verbal, and interpersonal
• People-oriented
• Detail-oriented
• Proactive in problem-solving
• Able to learn computer functions and navigate online company resources
• Ability to work both independently and in a team environment
• Ability to multitask within a fast‑paced atmosphere
• Coachable attitude, with a desire to be a lifelong learner
• Cheerful, kind attitude, ready to serve customers and work with our team
• Desire to work in a setting where diversity is honored, and where all voices are welcome

Responsibilities

• Establish customer relationships and follow up with customers, as needed
• Use a customer‑focused, needs‑based review process to educate customers about insurance options
• Develop leads, and schedule appointments with leads for follow‑up
• Identify customer needs and market appropriate products and service
• Pivot to sales opportunities – look for missing opportunities for gaps in coverage and needs and communicate those to customers
• Handle all Beginning‑of‑Day (BOD) tasks: non‑pay cancellations, cancellation notices, supporting documents/forms, address changes, customer billing and payments, Drive Safe & Save processing
• Respond to premium rate questions
• Maintain and clean up ECRM customer accounts
• Follow up on underwriting notices with both clients and State Farm Underwriting: renewals, notices, cancellations
• Help with claim information needed (i.e. driving exposures)
• Process coverage change requests via cases
• Provide prompt, accurate, and friendly customer service
• Keep immaculate records, via our CRM system
• Take on other duties as assigned per the needs of the office

Compensation & Benefits

• Compensation includes:
  • an annual salary, starting at $50,000, to be reviewed annually.
  • a commission/bonus plan (which is subject to change, based on agency and business needs).
• Benefits Allowance – $360/month (currently, health insurance is found by the team member via the Affordable Care Act, but we are looking at a group insurance plan).
• Paid Time Off (PTO) – to be used for any time off is 80 hours per year, increasing to 120 hours in third year of employment.
• Paid federal holidays off (currently 13 days per year).

Flexible work from home options available.