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Multi-Line Representative - State Farm Agent Team Member

Lisa Pate - State Farm Agent

York, PA

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JOB DETAILS
SKILLS
Administrative Skills, Billing, Business Support, Communication Skills, Customer Experience, Customer Relations, Customer Relationship Management (CRM), Customer Retention/Renewal, Customer Satisfaction, Customer Service Management, Customer Support/Service, Documentation, Health Insurance, Insurance, Licensing, Maintain Compliance, Needs Assessment, Operational Support, People Management, Presentation/Verbal Skills, Problem Solving Skills, Regulatory Compliance, Regulatory Requirements, Sales, Service Delivery, Team Player, Training/Teaching, Writing Skills
LOCATION
York, PA
POSTED
30+ days ago
Benefits:
  • 401(k) matching
  • Bonus based on performance
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development

Multiline Representative – Service Focused with In-Book Sales Opportunity
Lisa Pate State Farm
524 Greenbriar Rd, Suite 1
York, PA 17404-1335
Full-Time | In-Office


Deliver Great Service. Build Relationships. Grow with a Friendly Team.


Lisa Pate State Farm is seeking a service-driven Multiline Representative who enjoys helping people, building relationships, and delivering “service with a smile.” We are looking for someone who fits a warm, friendly, team-oriented culture and understands that exceptional service naturally creates opportunities to strengthen coverage and support agency growth.


This role is ideal for someone who leads with positivity and professionalism, takes pride in creating a great customer experience, and can confidently pivot service conversations into in-book sales when appropriate.


Licensing Requirement (Job Contingent)


This position is contingent upon obtaining required insurance licenses.


• Property & Casualty license must be obtained prior to your Day 1 start (full support provided)
 • Life & Health license must be obtained within 90 days of your start date
 • We provide guidance, resources, and support to help you successfully complete the licensing process


Role Overview


As a Multiline Representative, you will support both customer service and relationship management, helping customers with policy needs while identifying opportunities to enhance protection through needs-based conversations.


This is a service-first role with in-book sales opportunities that arise naturally through strong relationships and trusted customer interactions.


Success in this role is measured by customer satisfaction, retention, and contribution to agency growth.


Responsibilities


Provide exceptional customer service to new and existing policyholders


Communicate with customers to understand needs and provide clear policy information


Assist with policy changes, billing questions, endorsements, and account updates


Build strong customer relationships that support retention and referrals


Conduct policy reviews and identify opportunities to strengthen coverage when appropriate


Pivot service conversations into in-book sales opportunities in a customer-first manner


Support daily office operations including documentation, follow-up, and customer communication


Collaborate with team members to deliver a consistent, positive customer experience


Ensure compliance with agency standards and regulatory requirements


Qualifications


Strong customer service and relationship-building skills


Friendly, positive, team-oriented personality with a “service with a smile” approach


Excellent written and verbal communication abilities


Detail-oriented with strong organizational and multitasking skills


Comfortable discussing coverage options and recommending solutions when appropriate


Ability to thrive in a fast-paced, customer-focused environment


Prior customer service, business support, or insurance experience preferred


Ability to meet licensing requirements outlined above


What We Offer


Competitive base salary plus performance incentives


Full support through the licensing process


Ongoing training and professional development


Supportive, collaborative, and friendly team culture


Long-term growth opportunities within the agency


Equal Opportunity Employer


Lisa Pate State Farm is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees and do not discriminate based on race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, or veteran status.


Ready to Join a Team That Values Service and Smiles?


If you love helping people, enjoy building relationships, and want to be part of a welcoming, customer-focused culture, apply today to join Lisa Pate State Farm.




About the Company

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Lisa Pate - State Farm Agent