Customer Service Representative - State Farm Agent Team Member

Andy Roethele Insurance & Financial Services; Plano (TX); On-site; USD 42,000 - 70,000; Full time

Benefits offered by this job

Health reimbursement plan

Retirement plan

Leads provided

Growth opportunities

Agent Aspirant program

Job summary

Andy Roethele Insurance & Financial Services in Plano and Highland Village seeks an outgoing, customer-focused candidate to market State Farm insurance and financial services while building strong relationships. You'll help educate customers about options and grow the book of business.

This role offers a supportive team environment with leads provided, in-house marketing, performance bonuses, and growth through the Agent Aspirant program, enabling advancement to ownership or agency roles.

Qualifications

• 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).

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.

Job description

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).