In-Office Insurance CSR & Growth Driver

State Farm Agent; Whitemarsh Township (Montgomery County); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Opportunity for advancement

Paid time off

Training & development

401(k) matching

Bonus based on performance

Competitive salary

Dental insurance

Job summary

Lori Henry State Farm Agency is seeking a motivated Customer Service Representative to join our in-office team. You will provide exceptional service to policyholders, handle policy changes and billing questions, and help customers with claims while identifying cross-selling opportunities to grow the agency.

This full-time in-office position offers licensing support and ongoing training, with monthly in-book sales goals and a collaborative, team-oriented environment in Lafayette

Qualifications

• Property & Casualty license required prior to first day.
• Life & Health license must be obtained within an established timeframe after hire.
• Licensing support available to help qualified candidates obtain the required licenses.
• Previous State Farm agency experience is preferred but not required.

Responsibilities

• Deliver exceptional service to existing State Farm policyholders.
• Assist with policy changes, billing questions, endorsements, and renewals.
• Guide customers through the claims process and provide follow-up support.
• Identify cross-selling opportunities within the existing book of business.
• Maintain accurate, detailed documentation in State Farm systems.
• Meet monthly in-book sales goals through customer-focused, needs-based recommendations.

Skills

Customer service

Communication

Relationship building

Sales ability

Job description

Lori Henry State Farm Agency is seeking a motivated Customer Service Representative to join our in-office team. You will provide exceptional service to policyholders, handle policy changes and billing questions, and help customers with claims while identifying cross-selling opportunities to grow the agency.

This full-time in-office position offers licensing support and ongoing training, with monthly in-book sales goals and a collaborative, team-oriented environment in Lafayette