Customer Service Representative - State Farm Agent Team Member

Andy Roethele Insurance & Financial Services; Plano (TX); Hybride; USD 45 000 - 75 000; Plein temps

Avantages offerts par ce poste

Competitive pay

Bonuses

Health reimbursement plan

Retirement plan

In-house marketing

Résumé du poste

Andy Roethele Insurance & Financial Services seeks a customer-focused marketing professional to grow our insurance and financial services presence in Highland Village and Plano, TX. You will build relationships, educate clients on options, and market suitable products to meet needs.

Join a supportive team with growth potential, solid leads, and opportunities to advance toward agency ownership. Be part of a dynamic environment that values collaboration and success.

Qualifications

• Excellent communication skills, both written and verbal.
• People-oriented mindset with a customer-first approach.
• Detail-oriented with strong organizational skills.
• Proactive in solving problems and learning new tools.
• Team player who collaborates across office locations.
• Ability to learn computer functions and use standard software.
• Comfortable working in a multi-office environment.
• Willing to work at both Highland Village and Plano, TX offices.

Responsabilités

• Establish customer relationships and follow up as needed.
• Educate customers about insurance options using a needs-based review.
• Develop leads, schedule appointments, identify customer needs, and market suitable products.

Connaissances

Excellent communication

People oriented

Detail oriented

Proactive problem solving

Team player

Computer skills

Office presence

Willing to work across HighlandVillage

Description du poste

About Us

Since opening our first agency in Highland Village in 2015 and expanding to Plano in 2023, we’ve built a thriving team of 12 and are continuing to grow. We pride ourselves on creating a positive, dynamic work environment that fosters collaboration, personal growth, and success.

About Us

Since opening our first agency in Highland Village in 2015 and expanding to Plano in 2023, we’ve built a thriving team of 12 and are continuing to grow. We pride ourselves on creating a positive, dynamic work environment that fosters collaboration, personal growth, and success.

What Makes Us Different

• Team Bonding: From friendly competitions to birthday lunches and team outings, we celebrate our successes together.
• Community Involvement: We actively participate in and sponsor local teams, clubs, and events, staying connected to our communities in Highland Village and Plano.

Compensation & Growth

• Competitive pay, individual bonuses, and a health reimbursement plan.
• Retirement plan to help you invest in your future.
• In-house marketing and a steady stream of leads to support your success.
• Unmatched opportunities for growth, including our Agent Aspirant program designed to help team members develop into future business owners and State Farm agents.

Position Overview

If you’re outgoing, customer-focused, and enjoy making a difference in people’s lives, this is the opportunity for you. As part of our team, you’ll help market State Farm’s industry-leading insurance and financial service products while building strong customer relationships.

Be part of a team that works hard, grows together, and gives back.

Responsibilities

• Establish customer relationships and follow up with customers, as needed.
• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

Requirements

• Interest in marketing products and services based on customer needs
• Excellent communication skills - written, verbal and listening
• People-oriented
• Detail oriented
• Proactive in problem solving
• Able to learn computer functions
• Ability to work in a team environment
• Willing to work between both offices (Highland Village and Plano, TX).