Customer Service Representative - State Farm Agent Team Member

Insurancemke; Franklin (WI); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

Health insurance

Opportunity for advancement

Paid time off

Training & development

401(k)

Competitive salary

Job summary

Insurancemke is seeking a client-focused professional to service existing clients and grow the book of business in Wisconsin. You will handle policy changes, renewals, and endorsements, while explaining coverages in plain English and assisting with billing and claims guidance.

The role emphasizes relationship-building, inbound opportunities, and collaboration with producers to support new business. Prior insurance/customer service experience is preferred and a Property & Casualty license or

Qualifications

• Property & Casualty license (or willingness to obtain within X days)
• Insurance, customer service, or sales experience preferred
• Strong communication skills (written and verbal)
• Comfortable learning agency systems and quoting tools

Responsibilities

• Take care of our clients by answering questions via phone, email, or in person
• Process policy changes, renewals, and endorsements
• Explain coverage in plain English (no jargon overload)
• Help with billing questions and basic claims guidance
• Spot cross-sell and upsell opportunities during service conversations
• Conduct friendly coverage reviews with current clients
• Quote and bind new personal/commercial policies based on your license
• Follow up on warm leads and referrals
• Partner with producers to support new business

Skills

Customer service

Communication skills

Organization

Multitasking

Ownership

Tools

Agency systems

Quoting tools

Job description

Benefits:

• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• 401(k)
• Competitive salary

Let’s be honest…

If you love helping customers and spotting opportunities to grow accounts, this role was built for you.

We’re looking for someone who can deliver great service, build real relationships, and confidently recommend the right coverage when clients need more protection. This is not a cold-calling grind — most opportunities come from our existing clients and inbound activity.

What You’ll Do

Take care of our clients

• Answer client questions by phone, email, or in person
• Process policy changes, renewals, and endorsements
• Explain coverage in plain English (no insurance jargon overload)
• Help with billing questions and basic claims guidance

Grow the book (without being pushy)

• Spot cross-sell and upsell opportunities during service conversations
• Conduct friendly coverage reviews with current clients
• Quote and bind new personal/commercial policies (based on your license)
• Follow up on warm leads and referrals
• Partner with producers to support new business

What Makes Someone Successful Here

• You genuinely like helping people
• You’re comfortable recommending solutions when clients have gaps
• You’re organized and don’t let details slip
• You can juggle multiple conversations/tasks without getting flustered
• You take ownership instead of waiting to be told what to do

Requirements

• Property & Casualty license (or willingness to obtain within X days)
• Insurance, customer service, or sales experience preferred
• Strong communication skills (written and verbal)
• Comfortable learning agency systems and quoting tools

What You’ll Get

• Competitive base pay + bonus/commission opportunities
• Supportive team that actually helps each other
• Established client base (not starting from zero)
• Training and licensing support if needed
• PTO and benefits:
• Growth path into senior service, account manager, or producer roles

Why People Stay Here

We don’t believe in high-pressure sales tactics or throwing new hires to the wolves. You’ll get real support, clear expectations, and the chance to build a book the right way.