Insurance Customer Success Rep – Growth & Bonus

Garion Bunn; Fuquay-Varina (NC); On-site; USD 29,000 - 39,000; Full time

Benefits offered by this job

Bonus based on performance

Opportunity for advancement

Paid time off

Training & development

Job summary

Garion Bunn, State Farm Agent, is seeking a Customer Service Representative to support existing customers and help the agency build lasting relationships. You will provide accurate, responsive, and friendly service while helping customers understand and manage their insurance needs.

You will assist with policy questions, billing, changes, and claims guidance, maintaining accurate records and driving customer retention.

Qualifications

• Previous customer service experience preferred.
• Strong communication skills — written, verbal, and listening.
• Friendly, professional, and comfortable communicating with customers by phone, text, email, and in person.
• Detail-oriented and committed to accuracy.
• Organized and able to manage multiple tasks, follow-ups, and deadlines.
• Dependable and willing to take ownership of customer needs through resolution.
• Able to remain patient and professional when handling difficult or frustrated customers.
• Coachable and willing to receive feedback and continually improve.
• Previous insurance experience is preferred but not required.
• Property & Casualty license preferred; must be willing to obtain required insurance licenses.

Responsibilities

• Provide prompt, accurate, and friendly service to existing customers.
• Assist customers with policy questions, billing inquiries, coverage changes, account updates, and other service needs.
• Provide guidance and support to customers throughout the claims process when appropriate.
• Follow up on customer requests and take ownership of issues through resolution.
• Maintain accurate customer information, documentation, and account records.
• Build strong customer relationships and contribute to customer retention.
• Conduct account conversations to identify changes in customer needs and potential coverage gaps.
• Recognize opportunities for additional insurance products and services and either assist the customer or connect them with the appropriate team member.
• Work collaboratively with sales and service team members to provide a consistent customer experience.
• Maintain organization and manage multiple customer requests and priorities throughout the day.

Skills

Customer service

Communication

Phone & email

Detail orientation

Organization

Problem solving

Job description

Garion Bunn, State Farm Agent, is seeking a Customer Service Representative to support existing customers and help the agency build lasting relationships. You will provide accurate, responsive, and friendly service while helping customers understand and manage their insurance needs.

You will assist with policy questions, billing, changes, and claims guidance, maintaining accurate records and driving customer retention.