Insurance & Customer Relations Specialist

Dave Milloy - State Farm Agent; Lake Oswego (OR); Hybrid; USD 36,000 - 55,000; Full time

Benefits offered by this job

Simple IRA

Opportunity for advancement

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 motivated team member for a customer-focused office role. You will assist customers, develop relationships across product lines, and support daily office operations.

Applicants should have strong communication, be organized, comfortable in a fast-paced environment, and be willing to obtain state insurance licenses. The agency offers a Simple IRA, PTO, holidays, training, and an annual performance bonus.

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

Organization

Customer service

Insurance licenses

Job description

Dave Milloy - State Farm Agent in Lake Oswego, OR is seeking a motivated team member for a customer-focused office role. You will assist customers, develop relationships across product lines, and support daily office operations.

Applicants should have strong communication, be organized, comfortable in a fast-paced environment, and be willing to obtain state insurance licenses. The agency offers a Simple IRA, PTO, holidays, training, and an annual performance bonus.