Insurance Client Advisor & Growth Champion

Shoua Lee - State Farm Agent; Folsom (CA); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Advancement opportunities

Paid time off

Training & development

401(k) matching

Bonus based on performance

Competitive salary

Job summary

Shoua Lee - State Farm Agent is seeking a Multiline Representative dedicated to helping customers protect what matters most. You will handle inquiries, provide product information, and develop relationships across life, auto, and home insurance lines.

The role emphasizes listening to customer needs, guiding them toward suitable solutions, and supporting office operations in a collaborative team environment.

Qualifications

• Effective written and verbal communication skills.
• 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 available 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

Communication skills

Organizational skills

Fast-paced environments

Customer service experience

Education

Licenses / Certifications: State insurance licenses

Job description

Shoua Lee - State Farm Agent is seeking a Multiline Representative dedicated to helping customers protect what matters most. You will handle inquiries, provide product information, and develop relationships across life, auto, and home insurance lines.

The role emphasizes listening to customer needs, guiding them toward suitable solutions, and supporting office operations in a collaborative team environment.