Customer Retention Specialist - State Farm Agent Team Member

State Farm Mutual Automobile Insurance Company; Tulsa (OK); Presencial; USD 21 000 - 34 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

401(k)

401(k) matching

Bonus based on performance

Health insurance

Paid time off

Vision insurance

Resumo da oferta

State Farm Insurance & Financial Services Office in Tulsa, OK seeks a detail-focused Sales Support Representative to remove administrative work from producers and enable more selling time.

You will handle service requests, policy changes, applications, and follow-up tasks while maintaining CRM records and supporting marketing efforts.

Qualificações

• Candidate must show strong organizational skills and attention to detail.
• Experience in customer service or account management is preferred.
• Ability to obtain state insurance licenses as required.

Responsabilidades

• Process policy changes and service requests.
• Prepare and submit insurance applications.
• Assist with life insurance and financial services paperwork.
• Review applications for completeness and accuracy.
• Track pending business and outstanding requirements.
• Coordinate with carriers and internal teams.
• Maintain accurate CRM and customer records.
• Support agency marketing and retention initiatives.

Conhecimentos

Strong organizational skills

Interpersonal and problem-solving

Effective communication and listening

Detail-oriented with customer focus

Customer service / account management

State insurance licenses obtainable

Multi-priority management

Written and verbal communication

Computer and technology skills

Team-first attitude

Independent problem solving

Ferramentas

CRM systems

Descrição da oferta de emprego

Customer Retention Specialist - State Farm Agent Team Member

Full Time in Tulsa - OK

• 401(k)
• 401(k) matching
• Bonus based on performance
• Health insurance
• Paid time off
• Vision insurance

Position Overview

We are looking for a highly organized, detail-oriented Sales Support Representative to become the operational backbone of our insurance and financial services team.

This role exists for one primary purpose help our sales producers sell more by removing administrative work from their plate.

You will support our Insurance and Financial Services Representatives by handling service requests, policy changes, application processing, follow-up tasks, miscellaneous quotes, documentation, and other administrative responsibilities that allow our producers to spend more time generating revenue and building client relationships.

In return, you will participate in the success you help create through a compensation structure that includes both base pay and performance-based commission and bonus sharing.

What You'll Do

• Process policy changes and service requests
• Prepare and submit insurance applications
• Assist with life insurance and financial services paperwork
• Review applications for completeness and accuracy
• Track pending business and outstanding requirements
• Assist with client onboarding and policy implementation
• Coordinate with carriers and internal team members
• Maintain accurate CRM and customer records
• Support agency marketing and retention initiatives as needed

Team Support

• Keep producers organized and moving efficiently
• Help identify bottlenecks in the sales process
• Follow up on outstanding customer needs
• Ensure a smooth handoff between sales and service
• Act as a problem solver for operational challenges

What Success Looks Like

The ideal candidate understands that their job is not simply to complete tasks—it is to help the entire sales team produce more business.

Success in this role means

• Producers spend more time selling
• Customers receive faster service
• Applications move through underwriting efficiently
• Follow-up tasks don't fall through the cracks
• The agency grows because operations are running smoothly

Qualifications

Required

• Strong organizational skills
• Strong interpersonal and problem-solving abilities.
• Effective communication and listening skills.
• Detail-oriented with a focus on customer experience.
• Previous experience in customer service or account management preferred.
• Must be able to obtain applicable state insurance licenses.
• Ability to manage multiple priorities simultaneously
• Professional written and verbal communication
• Strong computer and technology skills
• Positive, team-first attitude
• Ability to work independently and solve problems

Preferred

• Insurance industry experience
• Customer service experience
• Administrative or operations experience
• Experience with CRM systems
• State Farm experience is a plus, but not required

Location Address Tulsa, OK 74145

Compensation $15.00 - $25.00 per hour

Sales Support Assistant - Customer Retention

State Farm Insurance & Financial Services Office

Location Tulsa, OK 74145

Compensation Base Pay + Commission & Bonus Participation

Employment Type Full-Time

Position Overview

We are looking for a highly organized, detail-oriented Sales Support Representative to become the operational backbone of our insurance and financial services team.

This role exists for one primary purpose help our sales producers sell more by removing administrative work from their plate.

You will support our Insurance and Financial Services Representatives by handling service requests, policy changes, application processing, follow-up tasks, miscellaneous quotes, documentation, and other administrative responsibilities that allow our producers to spend more time generating revenue and building client relationships.

In return, you will participate in the success you help create through a compensation structure that includes both base pay and performance-based commission and bonus sharing.

What You'll Do

• Process policy changes and service requests
• Prepare and submit insurance applications
• Assist with life insurance and financial services paperwork
• Handle underwriting follow-up requirements
• Generate miscellaneous insurance quotes
• Review applications for completeness and accuracy
• Track pending business and outstanding requirements
• Assist with client onboarding and policy implementation
• Coordinate with carriers and internal team members
• Maintain accurate CRM and customer records
• Support agency marketing and retention initiatives as needed

Team Support

• Keep producers organized and moving efficiently
• Help identify bottlenecks in the sales process
• Follow up on outstanding customer needs
• Ensure a smooth handoff between sales and service
• Act as a problem solver for operational challenges

What Success Looks Like

The ideal candidate understands that their job is not simply to complete tasks—it is to help the entire sales team produce more business.

Success in this role means

• Producers spend more time selling
• Customers receive faster service
• Applications move through underwriting efficiently
• Follow-up tasks don't fall through the cracks
• The agency grows because operations are running smoothly

Qualifications

Required

• Strong organizational skills
• Strong interpersonal and problem-solving abilities.
• Effective communication and listening skills.
• Detail-oriented with a focus on customer experience.
• Previous experience in customer service or account management preferred.
• Must be able to obtain applicable state insurance licenses.
• Ability to manage multiple priorities simultaneously
• Professional written and verbal communication
• Strong computer and technology skills
• Positive, team-first attitude
• Ability to work independently and solve problems

Preferred

• Insurance industry experience
• Customer service experience
• Administrative or operations experience
• Experience with CRM systems
• State Farm experience is a plus, but not required

Location Address Tulsa, OK 74145

Compensation $15.00 - $25.00 per hour