Are you outgoing, customer-focused, and comfortable working with the public? Do you enjoy helping people, staying organized, and being part of a team? If so, this could be a great opportunity to begin or grow your career in the insurance industry.
State Farm agents are independent contractors who market State Farm Insurance and financial services products.
ROLE DESCRIPTION:
As a
Customer Service Representative, you will help create the kind of exceptional customer experiences that support the growth of a successful insurance agency.
This is a
part-time, unlicensed position working approximately 0–20 hours per week, based on business needs and a flexible, mutually agreed-upon schedule.
The ideal candidate is dependable, organized, detail-oriented, comfortable communicating with customers, and eager to learn. This position is designed for someone who has a desire to
learn, grow, advance, and work toward becoming a licensed insurance professional.
The selected candidate should be willing to obtain both a
New York State Property & Casualty Insurance License and a
Life, Accident & Health Insurance License as part of their professional development and future advancement within the agency.
Learn more about obtaining your insurance licenses and preparing for potential future opportunities:
https://www.facebook.com/share/p/183TXNzx8U/RESPONSIBILITIES:
- Greet and assist customers in person, by phone, text, and email.
- Answer general customer inquiries and route insurance-related questions to the appropriate licensed team member when required.
- Assist with appointment scheduling and follow-up.
- Maintain accurate customer records and documentation.
- Help gather information needed for quotes, policy reviews, and service requests.
- Support prospective and existing customer outreach within the limits of an unlicensed position.
- Assist with lead follow-up and appointment setting.
- Provide excellent customer service and help create a positive, welcoming office experience.
- Support agency marketing, community events, customer appreciation activities, and business-development projects.
- Assist with administrative tasks, special projects, and day-to-day agency operations.
- Learn insurance products, terminology, systems, and agency processes.
- Work toward obtaining Property & Casualty and Life, Accident & Health insurance licenses.
QUALIFICATIONS:
- Dedicated to providing excellent customer service.
- Strong communication and interpersonal skills.
- Friendly, professional, dependable, and comfortable working with the public.
- Detail-oriented with strong organizational and multitasking abilities.
- Comfortable learning new technology, systems, and processes.
- Previous customer service, administrative, receptionist, retail, or office experience preferred.
- Willingness and desire to learn about the insurance industry.
- Desire to grow professionally and take on additional responsibilities over time.
- Interest in obtaining Property & Casualty and Life, Accident & Health insurance licenses.
SCHEDULE:
- Part-time.
- Approximately 0–20 hours per week.
- Flexible schedule based on a mutually agreed-upon arrangement.
- Additional hours may occasionally be available depending on agency needs, projects, and community events.
This role is a great fit for someone looking to gain experience, develop new skills, and build toward a longer-term career in the insurance industry.