Customer Service Representative - State Farm Agent Team Member
Full Time • Charlotte - NC
We are a busy, high-performing insurance office looking for a dependable Customer Care Representative to support our growing client base. This role is focused on servicing existing customers, maintaining strong relationships, and ensuring a positive client experience while also pivoting and recommending policies to better help the customers.
This is an ideal position for someone who is organized, detail-oriented, and enjoys helping people—without the pressure of aggressive sales quotas.
This is an ideal position for someone who is organized, detail-oriented, and enjoys helping people—without the pressure of aggressive sales quotas.
What You’ll Do
- Provide excellent service to existing insurance customers
- Handle incoming calls, emails, and service requests
- Assist with policy changes, billing questions, ID cards, and coverage explanations
- Process endorsements, renewals, and basic policy reviews
- Document interactions accurately in the CRM system
- Identify opportunities to refer clients to licensed team members when additional coverage may be beneficial
- Support the sales team with follow-ups and administrative tasks
- Maintain compliance with insurance regulations and office procedures
What We’re Looking For
- Friendly, professional, and reliable
- Strong communication and customer service skills
- Highly organized and detail-oriented
- Comfortable using computers, CRM systems, and phone systems
- Prior customer service or office experience preferred
- Insurance experience is a plus but not required
- Willingness to obtain insurance license if needed (training provided)
Compensation & Benefits
- Competitive base pay
- Performance-based bonuses
- Paid training and licensing support
- Paid time off and holidays
- Supportive team environment
- Opportunity for growth within the agency
Why Work With Us
- Established, reputable local insurance office
- Stable schedule—no nights or weekends
- Team-oriented culture with clear expectations
- Structured processes and support
- Long-term career opportunity for the right person
Who This Role Is Perfect For
- Someone who enjoys helping others and solving problems
- A customer service professional looking for stability
- An organized multitasker who thrives in a fast-paced office
- Someone interested in learning the insurance industry
Compensation: $40,000.00 - $65,000.00 per year
My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Charlotte, NC and help customers with their insurance and financial services needs, including:
- Auto insurance
- Home insurance
- Life insurance
- Retirement planning
State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
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