Customer Service Representative - State Farm Agent Team Member

NeighborDavid; Irving (TX); On-site; USD 43,000 - 55,000; Full time

Benefits offered by this job

Bonus based on performance

Opportunity for advancement

Paid time off

Parental leave

Training & development

Job summary

State Farm in Irving, TX is seeking a Customer Service Representative to join a full-time agent team. You will review policies, answer calls, update accounts, and educate customers about insurance options.

The role emphasizes growth, license attainment (Texas licenses in Property & Casualty and Life & Health), and professional development within a supportive office culture.

Qualifications

• Must be located in Texas, eligible for employment in the U.S. and able to commute to work in office daily Monday to Friday.
• Must obtain a Texas Producers Insurance License prior to starting; license fee reimbursable; General Lines Producer's Licenses include Property & Casualty License and Life & Health License (completed within 90 days).
• Must be willing to terminate other active insurance carrier appointments.

Responsibilities

• Be the voice of the office and first or second person to answer inbound calls from customers.
• Respond to customer emails & text messages within 12 to 36 hours.
• Complete office service tasks & activities and actively retain customers.
• Ability to think critically to complete policy updates while considering multiple stakeholders.
• Execute customer service processes and procedures.
• Conduct new customer onboarding appointments in person or virtually.

Skills

Warm, sincere & outgoing personality

People person

Prioritize service tasks

Responsive communicator

Goal-oriented

Coachable

CRM navigation (Salesforce)

Microsoft Outlook coordination

Education

Texas Producers Insurance License

Property & Casualty License

Life & Health License

Tools

Salesforce

Microsoft Outlook

Job description

Customer Service Representative - State Farm Agent Team Member

Full Time in Irving - TX

• Bonus based on performance
• Opportunity for advancement
• Paid time off
• Parental leave

ROLE DESCRIPTION

Be a part of a new and thriving team that grows together, personally and professionally. Enjoy a long-term rewarding career experience by helping to protect members of the community from everyday risks and make a lasting impact on their lives. This is a role that offers plenty of growth opportunities, stability, and career advancement.

Our office and this full-time Customer Service role is conveniently located in Irving - Las Colinas. As a service representative, you will be responsible for reviewing policies & accounts, explaining rate increases & decreases, retaining business, answering inbound calls/texts/emails, calling out to customers with important updates, updating policies, scheduling appointments, educating customers, identifying & uncovering additional needs. You will also collaborate with other office team members to role play, build new skills and develop abilities that will last a lifetime.

QUALIFICATIONS & EXPECTATIONS

• Must be located in Texas, eligible for employment in the U.S. and able to commute to work in office daily Monday to Friday.
• Must obtain a Texas Producers Insurance License prior to starting. Exam materials & license fee is reimbursable. General Lines Producer's Licenses Include
• Property & Casualty License and
• Life & Health License (completed within 90 days of employment start date)
• Must be willing to terminate other active insurance carrier appointments.
• Ability to prioritize service tasks while managing the flow of inbound service calls, texts & emails.
• Responsive communicator with a sense of urgency.
• Goal-oriented and self-motivated.
• Ability to calmly serve customers who might be upset or confused, and do so with a positive tone and attitude.
• Comfortable talking to customers about uncomfortable risks such as premature death or unexpected disabilities, and recommending solutions to reduce those risks.
• Willing, able & eager to answer at least 30 to 50 inbound phone calls per day. Make 20 to 40 outbound phone calls per day to customers or prospects.
• Undeterred by rejection or failure - a growth mindset.
• Ability to demonstrate sincerity and a genuine interest in helping others protect themselves from everyday risks.
• Basic knowledge of insurance and insurance products - a willingness to learn more about the industry & State Farm product offerings.
• Coachable - a desire to learn & follow proven methods.
• Ability to navigate a Customer Relationship Management software (e.g. Salesforce) and coordinate office tasks, activities and appointments via Microsoft Outlook.

DAY-TO-DAY RESPONSIBILITIES

• Be the voice of the office and first or second person to answer inbound calls from customers.
• Respond to customer emails & text messages within 12 to 36 hours.
• Complete office service tasks & activities and actively retain customers.
• Ability to think critically to complete policy updates while considering multiple stakeholders.
• Execute customer service processes and procedures.
• Conduct new customer onboarding appointments in person or virtually.

Compensation $42,500.00 - $55,000.00 per year

Customer Service Representative - State Farm Agent Team Member

Full Time in Irving - TX

Benefits

• Bonus based on performance
• Opportunity for advancement
• Paid time off
• Parental leave
• Training & development

ROLE DESCRIPTION

Be a part of a new and thriving team that grows together, personally and professionally. Enjoy a long-term rewarding career experience by helping to protect members of the community from everyday risks and make a lasting impact on their lives. This is a role that offers plenty of growth opportunities, stability, and career advancement.

Our office and this full-time Customer Service role is conveniently located in Irving - Las Colinas. As a service representative, you will be responsible for reviewing policies & accounts, explaining rate increases & decreases, retaining business, answering inbound calls/texts/emails, calling out to customers with important updates, updating policies, scheduling appointments, educating customers, identifying & uncovering additional needs. You will also collaborate with other office team members to role play, build new skills and develop abilities that will last a lifetime.

QUALIFICATIONS & EXPECTATIONS

• Must be located in Texas, eligible for employment in the U.S. and able to commute to work in office daily Monday to Friday.
• Warm, sincere & outgoing personality. A people person.
• Must obtain a Texas Producers Insurance License prior to starting. Exam materials & license fee is reimbursable. General Lines Producer's Licenses Include
• Property & Casualty License and
• Life & Health License (completed within 90 days of employment start date)
• Must be willing to terminate other active insurance carrier appointments.
• Ability to prioritize service tasks while managing the flow of inbound service calls, texts & emails.
• Responsive communicator with a sense of urgency.
• Goal-oriented and self-motivated.
• Ability to calmly serve customers who might be upset or confused, and do so with a positive tone and attitude.
• Comfortable talking to customers about uncomfortable risks such as premature death or unexpected disabilities, and recommending solutions to reduce those risks.
• Willing, able & eager to answer at least 30 to 50 inbound phone calls per day. Make 20 to 40 outbound phone calls per day to customers or prospects.
• Undeterred by rejection or failure - a growth mindset.
• Ability to demonstrate sincerity and a genuine interest in helping others protect themselves from everyday risks.
• Basic knowledge of insurance and insurance products - a willingness to learn more about the industry & State Farm product offerings.
• Coachable - a desire to learn & follow proven methods.
• Ability to navigate a Customer Relationship Management software (e.g. Salesforce) and coordinate office tasks, activities and appointments via Microsoft Outlook.

DAY-TO-DAY RESPONSIBILITIES

• Be the voice of the office and first or second person to answer inbound calls from customers.
• Respond to customer emails & text messages within 12 to 36 hours.
• Complete office service tasks & activities and actively retain customers.
• Ability to think critically to complete policy updates while considering multiple stakeholders.
• Execute customer service processes and procedures.
• Conduct new customer onboarding appointments in person or virtually.

Compensation $42,500.00 - $55,000.00 per year

Join a community of good neighbors

Make a difference in your community every day.

Gain confidence and grow your dream career.

Earn benefits and rewards that are second to none