Customer Service Representative - State Farm Agent Team Member

Ben Goode - State Farm Agent; Murrieta (CA); On-site; USD 25,000 - 36,000; Full time

Benefits offered by this job

Health insurance

401(k) matching

Bonus based on performance

Paid time off

Opportunity for advancement

Job summary

Ben Goode's State Farm Agency in Murrieta, CA is seeking a licensed, bilingual Insurance Customer Service Representative to join our team.

You will resolve policy inquiries, identify coverage gaps, and promote our financial services. Fluency in English and Spanish and a current P&C license are required, with Life & Health licensing pursued within 90 days. This role emphasizes client care, accuracy in CRM records, and collaboration with a high-performing office.

Qualifications

• Active Property & Casualty license required to start; Life & Health license within 90 days.
• Bilingual fluency in English and Spanish (written and verbal).
• Strong interpersonal and phone skills; customer-focused approach.
• Prior experience in insurance, finance, or corporate client support preferred.

Responsibilities

• Deliver empathetic, top-tier service by resolving policy inquiries and supporting customers.
• Identify coverage gaps and recommend additional insurance or financial solutions.
• Lead proactive account reviews to ensure policyholders are protected and satisfied.
• Manage customer data in the CRM and document interactions accurately; collaborate with the team.

Skills

Bilingual English/Spanish

Customer service

Analytical thinking

Organizational skills

Interpersonal skills

Tools

CRM software

Job description

Benefits:

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

Bilingual Insurance Customer Service Representative (English/Spanish)

Ready to elevate your insurance career with a team that values your expertise? At Ben Goode's State Farm Agency, we believe exceptional service is the foundation of our success. We are looking for a licensed, bilingual professional who is passionate about helping people protect what matters most. In this role, you will be the face of our agency—balancing client care with a strategic eye for identifying coverage gaps and introducing our robust financial services portfolio.

Your Impact (Responsibilities):

• Elevate Client Care: Deliver empathetic, top-tier service by resolving policy inquiries and caring for customer needs.
• Protect the Big Picture: Uncover hidden risks during routine client interactions and smoothly pivot to recommend additional insurance or financial solutions.
• Maximize Retention: Lead proactive account reviews to ensure our current policyholders are fully protected and satisfied.
• Own the Workflow: Securely manage customer data within our CRM and record client interactions accurately to ensure seamless account management. Collaborate with a high-performing team to keep office operations seamless.

What You Bring to the Team (Qualifications)

• Credentials: An active Property & Casualty (P&C) License is required to start. You must also be driven to obtain your Life & Health License within your first 90 days.
• Bilingual Fluency: Complete professional fluency in both English and Spanish (written and verbal).
• Client-First Mindset: Superb interpersonal skills, a polished phone demeanor, and a natural ability to connect with people.
• Analytical Thinking: A proactive problem-solver who can naturally identify a client's needs and introduce matching insurance lines.
• Strong Foundation: Highly organized with great attention to detail; prior experience in insurance, finance, or corporate client support is highly preferred.

Benefits & Growth

• Competitive hourly wage paired with rewarding performance-based bonuses.
• Multi-state licensing support to expand your footprint across California, Arizona, Nevada, and Oregon.
• Paid time off and health benefits to support your well-being.
• Clear paths for career advancement and long-term professional growth right within our office.
• Full licensing reimbursement for your career investment after three months on the team