Insurance Client Relations Specialist

Craig Mathews - State Farm Agent; Harleysville (PA); On-site; USD 38,000 - 58,000; Full time

Benefits offered by this job

License reimbursement

Bonus based on performance

Competitive salary

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Job summary

Craig Mathews - State Farm Agent in Harleysville, PA is seeking a collaborative individual to join the team as a customer service/office support role. You will communicate with customers to understand their needs and present available product information, while helping develop relationships across multiple product lines.

You will assist with daily office operations, documentation, scheduling, and follow-up activities, contributing to a positive customer experience.

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

Effective written and verbal comms

Strong organizational skills

Thrives in fast-paced env

Customer service experience

Licensing eligibility for state

Job description

Craig Mathews - State Farm Agent in Harleysville, PA is seeking a collaborative individual to join the team as a customer service/office support role. You will communicate with customers to understand their needs and present available product information, while helping develop relationships across multiple product lines.

You will assist with daily office operations, documentation, scheduling, and follow-up activities, contributing to a positive customer experience.