Hybrid Insurance Advisor — Customer-Focused Growth Role

State Farm Agent; Ocala (FL); Hybrid; USD 70,000 - 85,000; Full time

Benefits offered by this job

Group life insurance

Health insurance

Opportunity for advancement

Paid time off

Training & development

Vision insurance

401(k)

Bonus based on performance

Competitive salary

Dental insurance

Job summary

Scott Cameron State Farm Agency is seeking a motivated Multi-Line Representative to join the team in a hybrid role. You will handle inbound inquiries, build relationships, and educate customers on insurance options while identifying opportunities to address additional needs.

You’ll work toward service and production goals, participate in coaching, and help customers with auto, homeowners, life, health, and other lines. If you value problem solving and proactive service, this is a strong fit.

Qualifications

• Applicable insurance licensing and training requirements must be completed.
• Previous insurance, customer service, banking, hospitality, sales, or relationship-based sales experience can be helpful.

Responsibilities

• Handle inbound customer calls, emails, walk-ins, and service requests.
• Build strong relationships with existing customers.
• Assist with policy questions, changes, billing concerns, coverage questions, and other account needs.
• Take ownership of customer issues and follow through until resolved.
• Review customer information and identify gaps or changes in insurance needs.
• Ask thoughtful questions to understand the customer’s situation.
• Educate customers about available coverage and product options.
• Identify opportunities involving auto, homeowners, renters, umbrella, life, health, and other products.
• Quote and present additional products when properly licensed and appropriate.
• Schedule or transition customers into deeper insurance or financial conversations when appropriate.
• Follow up with customers regarding quotes, recommendations, and unresolved needs.
• Generate referrals and additional opportunities from existing customer relationships.
• Maintain accurate customer information, documentation, and follow-up activity.
• Work toward both customer-service and production goals.
• Participate in ongoing coaching, role-play, call review, and professional development.

Skills

Customer relationships

Insurance coverage

Needs-based selling

Consultative questioning

Problem solving

Cross-selling

Referral generation

Follow-up

Objection handling

Customer retention

Insurance conversations

Job description

Scott Cameron State Farm Agency is seeking a motivated Multi-Line Representative to join the team in a hybrid role. You will handle inbound inquiries, build relationships, and educate customers on insurance options while identifying opportunities to address additional needs.

You’ll work toward service and production goals, participate in coaching, and help customers with auto, homeowners, life, health, and other lines. If you value problem solving and proactive service, this is a strong fit.