Insurance Operations & Client Support Specialist

State Farm Insurance Companies; Albuquerque (NM); On-site; USD 30,000 - 42,000; Full time

Job summary

Leal Insurance & Financial Services, Inc. in Albuquerque, NM is seeking an organized Agency Operations & Customer Support person.

The role goes beyond basic transactions, focusing on learning how the agency operates, organizing daily workflow, and guiding customers through completion of needs. Responsibilities include coordinating service requests, maintaining documentation in Salesforce, and supporting the agency owner with scheduling and follow-ups.

Qualifications

• Highly organized with strong follow-through.
• Comfortable communicating by phone, text, email, video, and in person.
• Willing to learn insurance products and agency procedures.
• Ability to prioritize urgent needs while maintaining routine work.

Responsibilities

• Review incoming service needs and help organize daily workflow.
• Assist with billing and payment-related customer requests.
• Coordinate and follow up on business insurance service requests.
• Assist with certificates, policy changes, vehicle and driver changes, documentation, and underwriting requests.
• Help coordinate claims-related customer calls and follow-up.
• Maintain accurate tasks, follow-ups, and professional documentation in Salesforce.
• Help manage appointment scheduling and follow-up for the agency owner.
• Review and prepare customer profiles before scheduled insurance and financial conversations.
• Contact customers to schedule, confirm, and reschedule appointments.
• Identify outstanding Auto, Fire, and Life insurance needs and make sure appropriate follow-up occurs.
• Assist with agency marketing, social media, and community activities after higher-priority customer and operational responsibilities are handled.

Job description

Leal Insurance & Financial Services, Inc. in Albuquerque, NM is seeking an organized Agency Operations & Customer Support person.

The role goes beyond basic transactions, focusing on learning how the agency operates, organizing daily workflow, and guiding customers through completion of needs. Responsibilities include coordinating service requests, maintaining documentation in Salesforce, and supporting the agency owner with scheduling and follow-ups.