Customer Service Representative - State Farm Agent Team Member

Aaron Kilbride - State Farm Agent; Tampa (FL); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

401(k)

Health benefits

Paid time off

Growth potential

Team environment

Job summary

Aaron Kilbride - State Farm Agent is seeking an Experienced Customer Service Representative – Insurance in Tampa, FL. The role requires a licensed insurance professional with a customer-first approach and a proven ability to protect clients’ interests.

You will build lasting relationships, perform needs-based reviews, and assist clients with policy questions, billing, and claims. State Farm experience is highly valued and collaboration with a dedicated team is expected.

Qualifications

• Minimum of 5 years of insurance industry experience.
• Active Florida 2-20 General Lines License – required.
• Active Florida 2-15 Life, Health & Variable Annuity License – required.
• Strong knowledge of personal lines insurance products and coverage.
• Excellent written, verbal, and listening skills.
• Detail-oriented with robust organizational abilities.

Responsibilities

• Build and maintain strong, long-term relationships with customers.
• Provide exceptional customer service and timely follow-up on requests.
• Conduct needs-based reviews to identify gaps and opportunities.
• Assist customers with policy questions, billing, claims-related inquiries.
• Review accounts and recommend appropriate products and coverage.
• Support retention through proactive communication and follow-up.
• Identify cross-selling opportunities and refer relevant products.
• Maintain accurate customer records and documentation.
• Collaborate with the agent and team to meet service goals.
• Maintain compliance with licensing requirements and regulations.

Skills

Customer service

Relationship management

Problem solving

Attention to detail

Teamwork

Education

Florida 2-20 General Lines License

Florida 2-15 Life Health & Variable Annuity License

Tools

Agency management systems

Job description

Experienced Customer Service Representative – Insurance

Salary: $55,000–$75,000 annually, based on experience

Position Overview

We are seeking an experienced, customer-focused Insurance Customer Service Representative to join our team. The ideal candidate will have a minimum of 5 years of insurance industry experience, strong relationship-building skills, and a proven ability to provide exceptional service while identifying opportunities to better protect customers.

Previous State Farm experience is a strong plus.

This position is ideal for an experienced insurance professional who is fully licensed, understands the importance of customer retention and account management, and can confidently assist customers with their insurance and financial services needs.

Responsibilities

• Build and maintain strong, long-term relationships with customers.
• Provide exceptional customer service and timely follow-up on customer requests.
• Conduct needs-based insurance reviews to identify coverage gaps and opportunities.
• Assist customers with policy questions, coverage changes, billing inquiries, claims-related questions, and other service needs.
• Review existing accounts and recommend appropriate insurance products and coverage based on customer needs.
• Support customer retention through proactive communication and account follow-up.
• Identify cross-selling opportunities and refer or market appropriate products and services.
• Maintain accurate customer records and documentation.
• Work closely with the agent and other team members to achieve agency service, retention, and production goals.
• Maintain compliance with insurance licensing requirements, agency procedures, and applicable regulations.

Required Qualifications

• Minimum of 5 years of insurance industry experience.
• Active Florida 2-20 General Lines License – required.
• Active Florida 2-15 Life, Health & Variable Annuity License – required.
• Strong knowledge of personal lines insurance products and coverage.
• Excellent written, verbal, and listening skills.
• Strong customer service and relationship-management skills.
• Detail-oriented with excellent organizational abilities.
• Proactive problem-solving skills and the ability to work independently.
• Comfortable learning and working with agency management systems and other computer applications.
• Ability to work effectively in a team environment.
• Professional, dependable, and customer-focused.

Preferred Qualifications

• Previous State Farm agency experience is highly preferred.
• Experience servicing and retaining an established book of business.
• Experience conducting insurance reviews and identifying cross-selling opportunities.
• Familiarity with State Farm systems, products, and agency processes is a plus.

Compensation & Benefits

• $55,000–$75,000 annual salary, based on experience
• 401(k)
• Health benefits
• Paid time off, including vacation and personal/sick days
• Growth potential and opportunities for advancement within the agency
• Supportive and professional team environment

This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. State Farm agents are independent contractors who hire their own employees. Employees of State Farm agents are not employees of State Farm.