Insurance & Client Relations Specialist

Dave Milloy - State Farm Agent; Lake Oswego (OR); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Simple IRA

Advancement opportunity

Paid time off

Training & development

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

Dave Milloy - State Farm Agent in Lake Oswego, OR is seeking a customer-focused office professional to assist with daily operations, customer inquiries, and onboarding across multiple product lines. You will help build relationships and support marketing efforts to raise local awareness.

Ideal candidates have strong communication and organizational skills, thrive in a fast-paced environment, and can obtain required state licenses for insurance duties.

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

Written communication

Verbal communication

Organizational skills

Fast-paced work

Customer service

Job description

Dave Milloy - State Farm Agent in Lake Oswego, OR is seeking a customer-focused office professional to assist with daily operations, customer inquiries, and onboarding across multiple product lines. You will help build relationships and support marketing efforts to raise local awareness.

Ideal candidates have strong communication and organizational skills, thrive in a fast-paced environment, and can obtain required state licenses for insurance duties.