Customer Service Representative - State Farm Agent Team Member

Bradley Purcell - State Farm Agent; Lake Forest (CA); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Health insurance

Opportunity for advancement

Paid time off

Vision insurance

Job summary

Bradley Purcell - State Farm Agent in Lake Forest, CA seeks a Customer Service Representative to deliver exceptional client service, answer policy questions, process changes, and support community members.

As a full-time agent team member, you’ll coordinate with the agency staff, maintain records, and help drive growth with friendly, reliable service. Compensation ranges from $50,000 to $60,000 per year, with benefits and opportunities for advancement.

Qualifications

• Excellent verbal and written communication abilities.
• Strong interpersonal and customer-service mindset.
• Attention to detail and ability to multitask.

Responsibilities

• Answer customer inquiries and provide policy information.
• Assist customers with policy changes and updates.
• Process insurance claims and follow up with customers.
• Maintain accurate records of customer interactions.

Skills

Clear communication

Interpersonal skills

Detail-oriented

Job description

Customer Service Representative - State Farm Agent Team Member

Location

Lake Forest - CA

Type

Full Time

Share this posting

• 401(k)
• Bonus based on performance
• Health insurance
• Opportunity for advancement
• Paid time off
• Vision insurance

ROLE DESCRIPTION:

As a Customer Service Representative - State Farm Agent Team Member with Bradley Purcell - State Farm Agent, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you a fit. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support.

We look forward to connecting with you if you are the customer-focused and empathetic team member we are searching for. We anticipate internal growth opportunities for especially driven and sales-minded candidates.

RESPONSIBILITIES:

• Answer customer inquiries and provide policy information.
• Assist customers with policy changes and updates.
• Process insurance claims and follow up with customers.
• Maintain accurate records of customer interactions.

QUALIFICATIONS:

• Communication and interpersonal skills.
• Detail-oriented and able to multitask.
• Previous customer service experience preferred.

ABOUT OUR AGENCY:

Our agency opened in July 2014 and currently has two team members who play an essential role in helping our customers protect what matters most. Before becoming a State Farm agent, I worked as a bar manager and bartender—an experience that taught me the value of strong communication, multitasking, and building genuine connections with people. My wife, who worked as a team member in a State Farm agency, encouraged me to take the leap into agency ownership, and it’s been one of the best decisions I’ve made.

I’m a graduate of Chapman University, a husband, and a proud father of four. Family is at the heart of everything I do, and I strive to create that same balance and sense of belonging within our office.

We offer a supportive environment with a strong focus on work-life balance and growth. Our team members have access to a 401(k) with a 3% company match, a health insurance stipend, a life insurance policy, licensing reimbursement, and uncapped commission opportunities. We also provide training and mentorship to help our team build confidence and succeed in their roles.

To keep the office energized and connected, we provide coffee and an espresso machine, stocked snacks, and occasional team lunches to celebrate wins and milestones.

Our office culture is friendly, collaborative, and people-centered. We’re looking for someone who is fun, vibrant, motivated, and excited to grow. The ideal team member is responsible, coachable, reliable, honest, and brings a strong work ethic to everything they do. If you enjoy helping others and want to be part of a positive, supportive team, you’ll feel right at home here.

Compensation: $50,000.00 - $60,000.00 per year

State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

Bradley Purcell - State Farm Agent

Do you want a career and not just a job?

We attribute our success to having a fun, energetic environment that is an enjoyable place to work. Our team works hard to reach our goals together as a team and have fun while we are doing it! Our well-trained team uses state of the art technology to achieve outstanding results. We want to work alongside those who are equally committed to excellence and personal achievement. Our team is comprised of results-oriented individuals that are serious about their development. We take pride in using our years of valuable experience to mentor individual team members and prepare them for successful careers. If you want to work in an environment that is fun, challenging, and rewarding, then Bradley Purcell - State Farm Agent may be the right fit for you! If you're willing to work hard and you expect to get results from yourself and those around you, we want to meet you and talk about the opportunity we have for you.

About Our Agency

• Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
• We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, Health Insurance, and Renters Insurance.
• Our office is located in Lake Forest, CA.
• Our office is open Mon - Fri, 9:00am - 5:00pm.
• I have been a State Farm agent since 2014.
• I am a proud graduate of Chapman University.
• Our agency has received awards including: Ambassador Travel and Legion of Honor

I was referred to this position by a current employee