Customer Service Representative - State Farm Agent Team Member

Jackie Hunt; Menomonie (WI); Hybrid; USD 28,000 - 34,000; Full time

Benefits offered by this job

Commission and bonus opportunities

401(k) matching

Group life insurance

Paid time off

Career growth

Comprehensive training

Job summary

Jackie Hunt, State Farm Insurance, is seeking a Customer Service Specialist to handle complex customer inquiries and policy reviews. You will identify coverage gaps, offer tailored insurance solutions, and manage multiple lines of business with a customer-centric approach.

You will work in a dynamic agency team based in Menomonie, WI, handling calls, emails, and in-person interactions while maintaining accurate policy records and delivering empathetic, expert guidance.

Qualifications

• Requires Property and Casualty license; Life and Health licenses preferred or ability to obtain.
• Experience with customer service in insurance is a plus.
• Strong communication and problem-solving skills required.

Responsibilities

• Provide exceptional service by resolving complex customer inquiries and claims with empathy and professionalism.
• Use CRM tools to track and manage customer interactions and follow-ups.
• Review customer policies to identify coverage gaps and opportunities for additional products.
• Educate customers using a needs-based consultative approach.
• Collaborate with team to ensure seamless service and satisfaction.
• Maintain accurate records of customer interactions and policy updates.
• Support transitions and expansions across different lines of business.

Skills

Problem-solving

Analytical skills

Empathy

Verbal communication

Written communication

CRM proficiency

Self-motivated

Multitasking

Time management

Insurance licensing

Education

Property and Casualty license

Life and Health licenses preferred or ability to obtain

Tools

CRM systems

Job description

Future Opening: Customer Service Representative - State Farm Agent Team Member

• Group life insurance
• 401(k) matching
• Bonus based on performance
• Opportunity for advancement

ABOUT US:

At Jackie Hunt, State Farm Insurance, we’re committed to protecting what matters most to our customers through exceptional service and trusted advice. We build lasting relationships by delivering personalized insurance solutions and compassionate support—even during challenging times. Join our Brand Team and make a meaningful impact on customer satisfaction and business growth.

ROLE OVERVIEW:

As a Customer Service Specialist, you will expertly manage complex and sensitive customer interactions. Your analytical skills and attention to detail will help identify coverage gaps and recommend tailored insurance solutions. This role offers the opportunity to support multiple lines of business and contribute to the growth and retention of our customer base through effective account management and problem resolution.

KEY RESPONSIBILITIES:

• Provide exceptional service excellence by resolving complex customer inquiries and claims with empathy, professionalism, and clear communication.
• Utilize Customer Relationship Management (CRM) tools to track and manage customer interactions and follow-ups.
• Review customer policies to identify coverage gaps and opportunities for additional products, supporting comprehensive account management.
• Employ strong multitasking and time management skills to handle a variety of customer needs efficiently.
• Educate customers using a needs-based consultative approach.
• Collaborate with team members to ensure seamless service and customer satisfaction.
• Maintain accurate records of customer interactions and policy updates with careful attention to detail.
• Support transitions and expansions across different lines of business.

QUALIFICATIONS:

• Strong problem-solving and analytical skills with attention to detail.
• Ability to remain calm and empathetic when handling difficult customers.
• Excellent verbal and written communication skills.
• Proficiency with Customer Relationship Management (CRM) systems is a plus.
• Self-motivated and able to work both independently and collaboratively.
• Effective multitasking and time management abilities.
• Flexibility to work across various insurance lines and customer needs.
• Property and Casualty license required; Life and Health licenses preferred or ability to obtain.
• Prior insurance experience preferred but not required.

COMPENSATION & BENEFITS:

• Commission and bonus opportunities tied to performance.
• Career growth potential within the agency.
• Paid time off (vacation and sick days).
• 401(k) matching program.
• Group life insurance benefits.
• Comprehensive training and ongoing professional development.

Compensation: $20.00 - $25.00 per hour

Do you want a career and not just a job?

This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We want to work alongside those who are equally committed to excellence and personal achievement. 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.
• Our office is located in Menomonie, WI.

We look forward to speaking with you!

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.

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