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Customer Service Manager - State Farm Agent Team Member

Daryl Jolma - State Farm Agent

Ashland, WI

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JOB DETAILS
SKILLS
Administrative Skills, Calendar Management, Communication Skills, Customer Relations, Customer Service Management, Customer Support/Service, Detail Oriented, Documentation Standards, Farm Management, File Systems, Insurance, Inventory Management, Leadership, Maintain Compliance, Microsoft Office, Multitasking, Office Equipment, Office Management, Onboarding, Operations, Operations Management, Organizational Skills, People Management, Plan Meetings, Presentation/Verbal Skills, Problem Solving Skills, Procedure Implementation, Property and Casualty Insurance, Quality Assurance, Reconciliation, Salesforce.com, Staff Training, Standard Operating Procedures (SOP), Training/Teaching, Vendor/Supplier Relations, Writing Skills, eCRM
LOCATION
Ashland, WI
POSTED
30+ days ago
Benefits:
  • 401(k)
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Opportunity for advancement
  • Paid time off
  • Training & development

Position Overview:
We are seeking a highly organized, proactive, and professional Office Manager to oversee daily operations within our State Farm agency. This role ensures the office runs smoothly, supports team efficiency, and maintains our commitment to outstanding customer service.

The ideal candidate leads by example, takes initiative, communicates clearly, and fosters a culture of accountability and excellence. While this is a full-time role, we are open to a hybrid arrangement (part-time in office, part-time remote) for the right candidate. The candidate must also be willing to obtain a license for Property and Casualty insurance.

Key Responsibilities:
  • Manage daily office operations, ensuring workflows and systems run efficiently.
  • Supervise administrative staff and coordinate schedules, meetings, and training.
  • Support onboarding and training of new employees, ensuring SOP adherence.
  • Maintain supply inventory, office equipment, and vendor relationships.
  • Oversee cash/check handling and deposit reconciliation per agency SOP.
  • Monitor ECRM task management and follow-up activities.
  • Ensure agency compliance with State Farm procedures and documentation standards.
  • Lead quality assurance efforts, reviewing client interactions and file accuracy.
  • Facilitate a professional, welcoming environment for clients and team members.
Qualifications:
  • Prior experience in office management or administrative leadership role.
  • Strong organizational, multitasking, and problem-solving abilities.
  • Excellent written and verbal communication skills.
  • Proficiency with ECRM (Salesforce), Microsoft Office Suite, and digital file systems.
  • Ability to manage confidential information with integrity.
  • Knowledge of State Farm procedures or insurance agency experience is a plus.
Core Competencies:
  • Leadership and accountability
  • Operational efficiency
  • Customer-first mindset
  • Detail-oriented execution
  • Team collaboration
Working Conditions: Full-time position in a professional office setting. Occasional extended hours during peak periods.

About the Company

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Daryl Jolma - State Farm Agent