Customer Service Representative

Katie Halpin - State Farm Agency; Plymouth (MN); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

401(k) retirement plan with company 0?

Comprehensive health and life保险

Paid time off

Opportunities for advancement

Ongoing training and development

Job summary

Gobravvo in Plymouth, MN seeks a Customer Service Representative to be the first contact for clients, helping them understand insurance options and services while building trust. No prior insurance experience is required; comprehensive training is provided.

You will grow with a supportive team, advance through demonstrated performance, and contribute to client satisfaction and agency growth. Join a thriving local business community focused on client service and excellence, with opportunities for

Qualifications

• Strong communication skills—written, verbal, and listening.
• People‑oriented approach and ability to build rapport with clients.
• High attention to detail and organizational skills.
• Proactive problem‑solving abilities and initiative.
• Willingness to learn and use various computer systems.

Responsibilities

• Establish and nurture customer relationships and conduct regular follow‑ups to ensure satisfaction and retention.
• Utilize a needs‑based review process to educate clients on insurance and financial product options.
• Develop leads through proactive outreach, schedule appointments, and identify client needs.
• Market appropriate products and services in alignment with client requirements.
• Work closely with team members to support agency growth and client engagement initiatives.
• Maintain accurate client records and documentation as part of daily operations.

Skills

Customer service

Communication

Sales mindset

Detail oriented

Team player

Problem solving

Job description

The Customer Service Representative position offers a dynamic opportunity for individuals seeking to develop a successful career in the insurance and financial services sector. As a valued member of a highly regarded insurance agency team, you will play a crucial role in providing exceptional service to clients while supporting their insurance and financial needs. This full-time role is based in Plymouth, MN, a vibrant community that provides a supportive environment for professional growth and career advancement.

As a Customer Service Representative, you will serve as the first point of contact for customers, establishing and nurturing relationships that foster trust and long-term engagement. Through a combination of communication skills and product knowledge, you will help clients understand their insurance options, guide them through available services, and support them in making informed decisions. With comprehensive training provided, prior insurance experience is not required—dedication to learning and a customer-first mindset are the keys to success in this role.

This position provides a robust pathway for advancement and professional development. Team members benefit from ongoing learning opportunities, mentorship, and hands‑on experience with established processes and customer engagement strategies. As part of a supportive team environment, you will collaborate with colleagues to achieve individual and shared goals, all while ensuring the highest level of customer satisfaction. The agency’s mission is rooted in empowering clients to secure their futures through effective financial and insurance solutions, making your contributions truly meaningful.

Working in Plymouth, MN, means joining a thriving local business community with a strong commitment to client service and excellence. This setting fosters both professional and personal growth, offering a positive work-life balance and a culture that values your contributions. If you are proactive, detail-oriented, and enthusiastic about helping others, this full‑time Customer Service Representative position is an excellent opportunity to start or further your career in the insurance industry.

Customer Service Representative - Summary

• Provide outstanding customer service to insurance and financial services clients.
• Establish and maintain customer relationships through effective communication and follow‑up.
• Educate clients about insurance products, coverage options, and agency services.
• Work collaboratively with a team to achieve agency goals.
• Utilize agency‑provided training to develop a comprehensive understanding of products and processes.

Duties & Responsibilities

• Establish and nurture customer relationships and conduct regular follow‑ups to ensure satisfaction and retention.
• Utilize a needs‑based review process to educate clients on insurance and financial product options.
• Develop leads through proactive outreach, schedule appointments, and identify client needs.
• Market appropriate products and services in alignment with client requirements.
• Work closely with team members to support agency growth and client engagement initiatives.
• Maintain accurate client records and documentation as part of daily operations.

Salary & Benefits

• Competitive base salary with bonus and commission opportunities.
• 401(k) retirement plan with company match.
• Comprehensive health and life insurance options.
• Paid time off for vacation, personal, and sick days.
• Opportunities for advancement and growth within the agency.
• Access to ongoing training and professional development resources.

Qualifications & Requirements

• Strong interest in marketing insurance products and services to meet customer needs.
• Exceptional communication skills—written, verbal, and listening.
• Demonstrated people‑oriented approach and ability to build rapport with clients.
• High attention to detail and organizational skills.
• Proactive problem‑solving abilities and initiative.
• Willingness to learn and use various computer systems and functions.
• Ability to thrive in a collaborative team environment.

Ideal Candidate Snapshot

• Outgoing, friendly, and customer‑focused attitude.
• Motivated to succeed and open to ongoing learning opportunities.
• Adaptable to changing client needs and agency priorities.
• Committed to delivering high‑quality service and building lasting relationships.
• Ready to take initiative and contribute to agency success.

Other Relevant Information

• Prior insurance experience is not required; comprehensive training is provided.
• This position offers a foundation for a long‑term career in insurance, customer service, sales, and financial services.
• Performance‑based advancement opportunities are available within the agency.
• Join a supportive and growth‑oriented team environment in Plymouth, MN.

If you are ready to embark on a rewarding career as a Customer Service Representative,