Customer Relations Representative - State Farm Agent Team Member

Chuck McFarland • Seattle, WA

1h • $60,000 - $80,000 • Hybrid

About The Position

This full-time team member role is with Chuck McFarland’s State Farm agency in Seattle, WA. This hybrid role involves a combination of in-office and remote work. The primary focus is on building and developing customer relationships within the community to promote State Farm insurance and financial service products, including auto, home, and life insurance. The position emphasizes a customer-focused, needs-based approach, where customer service and sales are closely integrated to identify and address customer risks. Successful candidates will be detail-oriented, customer-focused, enjoy engaging with people, and helping others. This role offers an opportunity to experience working in an agent's office and explore the path to becoming a State Farm agent.

Requirements

• Licensed for P&C (property and casualty) upon hire
• Interest in marketing products and services based on customers’ needs
• Excellent communication skills - written, verbal, and interpersonal
• People-oriented
• Detail-oriented
• Proactive in problem-solving
• Able to learn computer functions and navigate online company resources
• Ability to work both independently and in a team environment
• Ability to multitask within a fast-paced atmosphere
• Coachable attitude, with a desire to be a life-long learner
• Cheerful, kind attitude, ready to serve customers and work with our team
• Desire to work in a setting where diversity is honored, and where all voices are welcome

Nice To Haves

• Licensed for L&D (life and disability) within 90 days of start date

Responsibilities

• Establish customer relationships and follow up with customers, as needed
• Use a customer-focused, needs-based review process to educate customers about insurance options
• Develop leads, and schedule appointments with leads for follow-up
• Identify customer needs and market appropriate products and service
• Pivot to sales opportunities – look for missing opportunities for gaps in coverage and needs and communicate those to customers
• Handle all Beginning-of-Day (BOD) tasks: non-pay cancellations, cancellation notices, supporting documents/forms, address changes, customer billing and payments, Drive Safe & Save processing
• Respond to premium rate questions
• Maintain and clean up ECRM customer accounts
• Follow up on underwriting notices with both clients and State Farm Underwriting: renewals, notices, cancellations
• Help with claim information needed (i.e. driving exposures)
• Process coverage change requests via cases
• Provide prompt, accurate, and friendly customer service
• Keep immaculate records, via our CRM system
• Take on other duties as assigned per the needs of the office

Benefits

• Annual salary, starting at $50,000, to be reviewed annually
• Commission/bonus plan
• Benefits Allowance – $360/month
• Paid Time Off (PTO) – 80 hours per year, increasing to 120 hours in third year of employment
• Paid federal holidays off (currently 13 days per year)
• Flexible work from home options available

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed