Insurance Client Advisor & Community Advocate

Kat Williams - State Farm Agent; Los Lunas (NM); On-site; USD 35,000 - 52,000; Full time

Benefits offered by this job

Paid time off

401(k)

401(k) matching

Bonus based on performance

Job summary

Kat Williams Agency seeks a Multiline Representative to assist families with insurance needs across life, home, auto, and more. You’ll listen first, explain options, and help clients choose plans that fit their goals.

Join a community-focused team that values integrity, care, and real support. We offer paid time off, a 401(k) with matching, performance-based bonuses, and opportunities to grow within the agency. State licenses or the ability to obtain them are required.

Qualifications

• Effective written and verbal communication skills, both in person and written formats.
• Strong organizational abilities with attention to detail.
• Comfortable working in a fast-paced environment.
• Prior experience in customer service, business support, or insurance preferred.
• Must possess or be able to obtain necessary state insurance licenses.

Responsibilities

• Communicate with customers to understand their needs and provide product information.
• Assist in developing relationships with new and existing customers across multiple product lines.
• Support daily office operations, including documentation, scheduling, and follow-up activities.
• Participate in marketing efforts to promote awareness within the community.
• Maintain accurate records and ensure a consistent customer experience.
• Collaborate with team members to achieve office objectives.

Skills

Effective written and verbal comms

Strong organizational abilities

Fast-paced environment

Customer service experience

Insurance license readiness

Job description

Kat Williams Agency seeks a Multiline Representative to assist families with insurance needs across life, home, auto, and more. You’ll listen first, explain options, and help clients choose plans that fit their goals.

Join a community-focused team that values integrity, care, and real support. We offer paid time off, a 401(k) with matching, performance-based bonuses, and opportunities to grow within the agency. State licenses or the ability to obtain them are required.