Insurance Client Advisor — Growth Path & License Support

Brett Overstreet - State Farm Agent; Tucson (AZ); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Simple IRA

License reimbursement

Advancement opportunities

Paid time off

Training & development

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

Brett Overstreet - State Farm Agent in Tucson, AZ is seeking a team-oriented individual to support customer engagement, licensing and insurance processes, and community outreach.

The role emphasizes relationship building, administrative support, and participation in local marketing efforts, with a culture focused on work-life balance and community involvement.

Qualifications

• Excellent written and verbal communication skills.
• Strong organizational abilities and 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

Organization

Fast-paced work

Customer service

Insurance licensing

Job description

Benefits:

• Simple IRA
• License reimbursement
• Opportunity for advancement
• Paid time off
• Training & development
• Bonus based on performance
• Competitive salary
• Flexible schedule

About our Agency:
I opened my agency in 2015 and currently lead a team of six. Before becoming an agent, I worked as a State Farm team member, which gave me valuable experience and helped shape the supportive culture we’ve built today.

Our agency stays active in the community through regular events and local involvement. Building relationships and giving back are important parts of who we are.

We offer a Simple IRA with employer match, licensing reimbursement, and a strong commitment to work-life balance. We believe that creating a positive workplace leads to better outcomes for both our team and our customers.

Our culture is extremely close-knit and family-oriented. We genuinely enjoy working together and make time to connect as a team, including office lunches every Thursday where we close for an hour to eat together. We also hold quarterly events where the office closes for a day, combining professional development and training with a fun team outing.

If you’re looking for a place where people support one another, work hard, and have fun together, this could be a great fit for you.

Location Address: Tucson, AZ 85718

At Brett Overstreet - State Farm Agent, we’re here to help people protect what matters most. We take pride in serving our community with integrity, care, and real support. Whether we’re helping someone navigate a claim or personalize a plan, we believe in doing meaningful work that makes a difference. If you're looking to grow your career, help others, and be part of a team that strives to do good every day, you’ll fit right in with us.

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.

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.