Multi-Line Representative - State Farm Agent Team Member

Brian McDonald - State Farm Agent; Town of Bath (NY); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Company parties

Opportunity for advancement

Training & development

Job summary

Brian McDonald Agency in Bath, NY is seeking a Multiline Representative to assist customers across multiple product lines and support community outreach efforts.

You will engage with clients, gather information, and guide choices to help protect what matters most. The role emphasizes service, relationship building, and collaborative teamwork in a local agency setting.

Qualifications

• Excellent 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 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

Effective communication

Strong organizational skills

Customer service experience

Licensing readiness

Job description

Benefits:

• 401(k)
• Bonus based on performance
• Company parties
• Opportunity for advancement
• Training & development

You May Be a Great Fit as a Multiline Representative at the Brian McDonald Agency if:

• You’re the person people call first when life goes sideways — calm, steady, and ready to help.
• You genuinely care about your community and want to make a positive impact on the people around you.
• You’re a natural relationship-builder who earns confidence quickly and keeps it.
• You listen first, then guide, making customers feel understood while confidently providing options.
• You’re motivated by goals and growth, and you know how to turn needs-based conversations into confident customer decisions that truly help customers.

Location Address: 12 Liberty Street, Bath, NY 14810

At the Brian McDonald Agency, we’re here to help people protect what matters most. We take pride in serving our community with integrity, care, and real support. Whether we’re helping someone navigate a claim or personalize a plan, we believe in doing meaningful work that makes a difference. If you're looking to grow your career, help others, and be part of a team that strives to do good every day, you’ll fit right in with us.

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.

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.