Customer Service Representative - State Farm Agent Team Member

Mike Bafus - State Farm Insurance Agent; Franklin (WI); On-site; USD 28,000 - 33,000; Full time

Benefits offered by this job

Health insurance

401(k)

Paid time off

Training & development

Competitive salary

Opportunity for advancement

Job summary

Mike Bafus - State Farm Insurance Agent in Franklin, WI is seeking a Customer Service Representative Team Member. This full-time role focuses on helping clients, answering questions by phone, email, or in person, and managing policy changes and billing with clear, plain-English guidance.

You’ll spot cross-sell opportunities, conduct reviews, quote and bind policies when licensed, and support the team with referrals.

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 clients by answering questions via phone, email, or in person
• Process policy changes, renewals, and endorsements
• Explain coverage in plain English with clear guidance
• Assist with billing questions and basic claims guidance
• Spot cross-sell opportunities and conduct coverage reviews
• Quote and bind new personal/commercial policies (if licensed)
• Follow up on warm leads and referrals and support new business

Skills

Strong communication

Customer service

Relationship building

Organizational skills

Problem solving

Job description

Customer Service Representative - State Farm Agent Team Member

Full Time in Franklin - WI

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

Lets 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.

Compensation $20.00 - $24.00 per hour