Insurance Sales and Service Representative

Greg Lunde - State Farm Agency; Carlisle (Cumberland County); On-site; USD 45,000 - 48,000; Full time

Benefits offered by this job

Base salary $45k-$48k

PTO

Retirement plan with employer matching

Agency benefits

Job summary

Greg Lunde – State Farm Agency is seeking an Insurance Sales and Service Representative to join the team. This role focuses on selling and servicing State Farm policies, delivering a positive customer experience, and supporting the sales lead.

The successful candidate is detail-oriented, organized, and able to manage multiple tasks while maintaining accuracy. Licenses in property & casualty and life & health are required or obtainable, with a strong emphasis on customer service and

Qualifications

• Property & Casualty (P&C) license is required or obtainable.
• Life & Health (L&H) license is required or obtainable.
• Previous insurance agency or sales experience is helpful.
• Strong attention to detail and organizational skills.
• Excellent customer service and communication skills.
• Comfortable balancing service with primary sales focus.
• Motivated, dependable, and able to work well in a team.
• Ability to manage multiple tasks with accuracy and professionalism.

Responsibilities

• Provide professional and responsive service to existing State Farm customers.
• Assist customers with policy questions, changes, billing inquiries, and other service needs.
• Process policy updates and maintain accurate customer information.
• Assist the sales lead with customer follow-up, quotes, and sales-related activities.
• Identify potential sales opportunities and refer or assist with those opportunities as appropriate.
• Help customers understand their coverage and available insurance options.
• Maintain organized records and ensure service requests are handled accurately and promptly.
• Build strong, long-term relationships with customers.
• Support the agency team in meeting customer service and business goals.

Skills

Customer service

Sales ability

Organization

Education

P&C license (or ability to obtain)

L&H license (or ability to obtain)

Job description

Insurance Sales and Service Representative

About this position

Insurance Sales and Service Representative Greg Lunde – State Farm Agency Salary: $45,000-$48,000 guaranteed annual base About the Opportunity Greg Lunde – State Farm Agency is looking for an Insurance Sales and Service Representative to join our team. This is primarily a sales-focused position with some service responsibilities and an opportunity to support our sales lead. The ideal candidate is detail-oriented, organized, and committed to providing excellent customer service. They should also be comfortable identifying customer needs, assisting with sales opportunities, and helping the agency deliver a positive customer experience.

• Provide professional and responsive service to existing State Farm customers.
• Assist customers with policy questions, changes, billing inquiries, and other service needs.
• Process policy updates and maintain accurate customer information.
• Assist the sales lead with customer follow-up, quotes, and sales-related activities.
• Identify potential sales opportunities and refer or assist with those opportunities as appropriate.
• Help customers understand their coverage and available insurance options.
• Maintain organized records and ensure service requests are handled accurately and promptly.
• Build strong, long-term relationships with customers.
• Support the agency team in meeting customer service and business goals.

• Property & Casualty (P&C) insurance license (must have or be able to obtain).
• Active Life & Health (L&H) insurance license (must have or be able to obtain).
• Previous insurance agency and/or sales experience is helpful.
• Strong attention to detail and organizational skills.
• Excellent customer service and communication skills.
• Comfortable assisting with service while maintaining a primary focus on sales.
• Motivated, dependable, and able to work effectively as part of a team.
• Ability to manage multiple tasks while maintaining accuracy and professionalism.

Compensation & Benefits

• Guaranted Base Pay: $45,000-$48,000 per year , based on experience and qualifications.
• Paid time off (PTO).
• Retirement plan with employer matching.
• Additional standard agency benefits.