Insurance Customer Care Specialist — Growth & Support

Yourfallsagent; Menomonee Falls (WI); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Simple IRA

Licensing paid by agency

Health insurance

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Competitive salary

Job summary

Jason Marquardt - State Farm Agent is seeking a Customer Service Representative to join the team in Wisconsin. You will deliver exceptional service, handle policy inquiries, assist with policy changes, and coordinate with the agency team to meet community needs.

The role emphasizes attention to detail, effective communication, and the ability to multitask while supporting clients and processing claims. Training and advancement opportunities are highlighted in the benefits package.

Qualifications

• Communication and interpersonal skills.
• Detail-oriented and able to multitask.
• Previous customer service experience preferred.

Responsibilities

• Answer customer inquiries and provide policy information.
• Assist customers with policy changes and updates.
• Process insurance claims and follow up with customers.
• Maintain accurate records of customer interactions.

Skills

Communication

Detail-oriented

Multitasking

Customer service

Job description

Benefits:

• Simple IRA
• Licensing paid by agency
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Bonus based on performance
• Competitive salary

ABOUT OUR AGENCY:
I opened my agency in 2017 after previously working as a sales team member for a State Farm agent. That experience gave me a strong foundation in helping customers, building relationships, and developing a successful team. Our agency is committed to creating an environment where team members can grow through coaching, collaboration, and continuous improvement. We believe success comes from consistently doing the right things every day.

Our agency offers PTO, life insurance, health insurance with 50% of the premium covered, a Simple IRA with employer match, and licensing costs paid up front. We believe in investing in our team and providing the support needed to build a long-term career.

Our culture is built on consistency, accountability, and growth. We're not striving for perfection - we're striving to get a little better every day. I'm looking for someone who is coachable, open to feedback, and committed to personal and professional growth. If you enjoy working as part of a supportive team that values accountability and continuous improvement, we'd love to meet you.

ROLE DESCRIPTION:

As a Customer Service Representative - State Farm Agent Team Member with Jason Marquardt - State Farm Agent, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you a fit. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support.

We look forward to connecting with you if you are the customer-focused and empathetic team member we are searching for. We anticipate internal growth opportunities for especially driven and sales-minded candidates.

RESPONSIBILITIES:

• Answer customer inquiries and provide policy information.
• Assist customers with policy changes and updates.
• Process insurance claims and follow up with customers.
• Maintain accurate records of customer interactions.

QUALIFICATIONS:

• Communication and interpersonal skills.
• Detail-oriented and able to multitask.
• Previous customer service experience preferred.