Customer Experience & Relationship Specialist

This is not a traditional customer service position.

We are a high-performing State Farm agency looking for someone who wants to make a difference, not simply take orders, process requests, and move on to the next task.

Yes, you'll help customers with billing questions, policy changes, coverage questions, claims guidance, and everyday insurance needs. But that's where the job starts, not where it ends.

We want someone who is naturally curious about people.

Someone who can turn a simple conversation into a meaningful relationship by asking great questions, listening for what matters, and learning about our customers' Family, Occupation, Recreation, and Money (FORM).

What You'll Do

• Deliver an exceptional experience when customers call, text, email, or visit our office.
• Resolve customer needs accurately, efficiently, and with genuine ownership.
• Build relationships instead of simply completing transactions.
• Ask thoughtful questions and identify needs customers may not have considered.
• Recognize opportunities to better protect customers and their families.
• Schedule customers with the appropriate team member when a deeper conversation would be valuable.
• Conduct proactive annual insurance and financial reviews to help customers understand their coverage, identify gaps, and make informed decisions.
• Follow up proactively rather than waiting for customers to contact us.
• Help us continuously improve the way we serve and retain our customers.

Who We're Looking For

You may be a great fit if you're:

• Naturally curious and genuinely enjoy talking with people.
• A strong listener who asks great follow-up questions.
• Warm, confident, and comfortable starting conversations.
• Proactive—you notice things and act without always being asked.
• Organized and able to balance relationships with getting things done.
• Coachable and interested in continuously improving.
• Comfortable having meaningful conversations about insurance and finances.
• Someone who takes ownership instead of saying, "That's not my job."
• Must be at least Personal Lines Licensed. Life and Health licensed a big plus

What Success Looks Like

A customer may call us because they need to replace a vehicle.

You take care of the vehicle—but during the conversation, you learn they recently got married, bought a home, had a child, changed jobs, or haven't reviewed their life insurance in years.

You don't pressure them. You get curious.

You ask a thoughtful question, help them recognize something worth discussing, and create an opportunity for our team to help.

That's the difference between processing a transaction and making a difference.

If you want a customer service job where you simply wait for the phone to ring and complete requests, this probably isn't the position for you.

If you want to solve problems, build relationships, ask better questions, and help people protect what they've worked hard to build, we'd love to meet you.

A State Farm Licensed Insurance Sales Manager will oversee our agency sales team, including assisting and managing team members. This role blends leadership and sales representative duties with direct client interaction and business growth responsibilities.

• Staff management: Manage, motivate, train, and supervise team members.
• Follow sales procedures and ensure all staff adhere to them, fostering a productive work environment.
• Address routine and non-routine problems within the office and take corrective actions when necessary.
• Develop leads, schedule appointments, conduct needs-based interviews, and market appropriate State Farm products and services (auto, home, life, business insurance).
• Compliance: Ensure that all insurance activities and documentation are compliant with applicable regulations.

• Active Licenses: Must hold an active Property & Casualty insurance license; a Life Insurance license is also required.
• Experience: Prior experience in customer service and sales is necessary, with management experience preferred. Experience with State Farm systems is a huge plus.
• Skills: Strong leadership, communication, organizational, and problem-solving skills are essential.
• Technical Proficiency: Must be proficient in Windows computer applications and capable of managing various office technologies and software.

A State Farm Licensed Insurance Sales Manager Trainee will be trained to oversee our agency sales team, including assisting and managing team members. This role blends leadership and sales representative duties with direct client interaction and business growth responsibilities.

• Staff management: Manage, motivate, train, and supervise team members.
• Learn sales procedures and ensure all staff adhere to them, fostering a productive work environment.
• Address routine and non-routine problems within the office and take corrective actions when necessary.
• Develop leads, schedule appointments, conduct needs-based interviews, and market appropriate State Farm products and services (auto, home, life, business insurance).
• Compliance: Ensure that all insurance activities and documentation are compliant with applicable regulations.

• Active Licenses: Must hold an active Property & Casualty insurance license; a Life Insurance license is also required.
• Experience: Prior experience in customer service and sales is necessary, with management experience preferred. Experience with State Farm systems is a huge plus.
• Skills: Strong leadership, communication, organizational, and problem-solving skills are essential.
• Technical Proficiency: Must be proficient in Windows computer applications and capable of managing various office technologies and software.

Brian Booth - State Farm Agency has an immediate opening for a full-time Licensed Insurance Sales Professional. We are an award winning State Farm agency focused on fulfilling the needs of our customers and creating success for our team. My Unique Ability is empowering others to achieve their potential and strategizing simple solutions that build confidence in our shared future.

If you have experience in the insurance industry, I invite you to apply for the position in my office. This role requires an active Property & Casualty license and Life Insurance license.

Responsibilities include but not limited to:

• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services
• Establish customer relationships and follow up with customers, as needed
• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification

What we provide:

• Starting hourly pay $22 - $27 (depending on licenses and experience) plus commission and bonus potential
• Paid time off (vacation and personal/sick days)
• Retirement plan with matching contribution
• Group Life Insurance
• Valuable career-building experience
• Work/Life balance
• Casual dress Friday's
• Team lunch Friday's
• Quarterly team outings
• Valuable experience
• Growth potential/Opportunity for advancement within my office

Requirements:

• Insurance Sales Experience/ Property & Casualty and Life Insurance preferred
• Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
• Successful track record of meeting sales goals/quotas preferred
• Excellent communication skills - written, verbal and listening
• Self-motivated
• Ability to multi-task
• Ability to effectively relate to a customer
• Property & Casualty license (required)
• Life Insurance license (required)

If you are motivated to succeed and can see yourself in this role, please submit your resume. We will follow up with you on the next steps in the interview process.

This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm.