Insurance Service & Account Growth Specialist

Jake-Davis---State-Farm-Agent; Indiana (PA); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Health insurance

Paid time off

Training & development

Opportunity for advancement

Job summary

Jake Davis State Farm Agency in Indiana, PA is seeking a dependable Customer Service Representative to support existing customers and strengthen their insurance experiences. The role emphasizes service with opportunities to upsell, maintain accurate records, and partner with a team to deliver consistent service.

Licensing is required for this position, with Property & Casualty obtained before Day 1 and Life & Health within 30 days of starting.

Qualifications

• Strong customer service and relationship-building skills.
• Clear, professional communication by phone, email, and in person.
• Ability to listen, ask questions, and make appropriate recommendations.

Responsibilities

• Serve as a primary point of contact for existing customers.
• Explain policy, billing, and coverage information clearly.
• Process policy changes, renewals, endorsements, and account updates.
• Assist customers with claims questions and follow-up.
• Review customer accounts and ensure coverage remains up to date.
• Identify potential coverage gaps and additional insurance needs.
• Introduce relevant products through needs-based conversations.
• Work toward monthly in-book sales and retention goals.
• Maintain accurate notes and documentation for customer interactions.
• Partner with the agency team to provide a consistent customer experience.

Skills

Customer service

Relationship-building

Communication

Organization

Multi-tasking

Sales experience

Education

Insurance license (P&C/Life & Health)

Tools

CRM systems

Policy administration

Job description

Jake Davis State Farm Agency in Indiana, PA is seeking a dependable Customer Service Representative to support existing customers and strengthen their insurance experiences. The role emphasizes service with opportunities to upsell, maintain accurate records, and partner with a team to deliver consistent service.

Licensing is required for this position, with Property & Casualty obtained before Day 1 and Life & Health within 30 days of starting.