Customer Service Representative - State Farm Agent Team Member
Belleville - IL
Customer Service Representative - State Farm Agent Team Member
Full Time • Belleville - IL
Replies within 24 hours
Joseph Abram State Farm — Insurance & Financial Services
Location: Belleville, IL
Employment: Full-Time | In Office
Compensation: Base Salary + Performance Bonuses
Schedule: Monday–Friday
Employment: Full-Time | In Office
Compensation: Base Salary + Performance Bonuses
Schedule: Monday–Friday
Position Overview
Joseph Abram State Farm is seeking a motivated, personable, and highly organized individual to join our growing insurance and financial services agency.
This position combines customer service, relationship management, and proactive appointment setting to help our customers protect their families, prepare for retirement, and achieve their financial goals.
The ideal candidate is someone who enjoys helping people, is comfortable making outbound calls, and thrives in a goal-oriented environment.
You will play a key role in maintaining strong relationships with existing customers while identifying opportunities to connect them with our licensed insurance and financial services professionals.
Key Responsibilities
Customer Service & Retention
- Answer incoming calls and assist customers with general policy questions.
- Process authorized policy service requests and account updates.
- Assist with billing inquiries, payment questions, and renewal preparation.
- Proactively contact customers regarding upcoming renewals and service needs.
- Follow up on outstanding customer requests.
- Help maintain strong customer relationships and improve retention.
- Identify opportunities for additional insurance protection and refer customers to licensed team members.
Appointment Setting & Business Development
- Conduct outbound calls to existing customers.
- Schedule appointments for life insurance reviews, retirement planning conversations, and financial services consultations.
- Identify customers who may benefit from reviewing their current coverage.
- Contact customers approaching retirement or experiencing significant life changes.
- Follow up with customers who previously expressed interest in additional products or services.
- Confirm appointments and reduce cancellations and no-shows.
- Maintain accurate appointment records and follow-up activities.
Agency Operations
- Maintain customer information and document interactions in approved agency systems.
- Manage assigned follow-up tasks and customer outreach campaigns.
- Coordinate schedules for licensed insurance and financial services representatives.
- Support agency marketing and customer engagement initiatives.
- Participate in team meetings, training, and performance reviews.
Qualifications
Required
- Strong verbal and written communication skills.
- Excellent customer service and relationship-building abilities.
- Comfortable making outbound phone calls.
- Strong organizational skills and attention to detail.
- Ability to work in a fast-paced, goal-oriented environment.
- Basic computer proficiency.
- Willingness to obtain applicable insurance licenses as required.
Preferred
- Previous customer service, banking, insurance, or appointment-setting experience.
- Experience working with customer relationship management systems.
- Interest in insurance, financial services, or retirement planning.
- Illinois Property & Casualty or Life & Health insurance licenses.
What We Offer
- Competitive base salary.
- Performance-based bonuses.
- Health insurance benefits.
- Paid training and professional development.
- Licensing support.
- Opportunities for advancement into licensed insurance sales or financial services roles.
- A professional, team-oriented work environment.
Career Growth
This position provides an opportunity to build a long-term career in insurance and financial services.
Successful team members may advance into licensed account management, insurance sales, financial services support, or other positions based on their interests, qualifications, and performance.
Join our team and help customers protect what matters today while preparing for tomorrow.
Compensation: $31,200.00 - $40,000.00 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 Belleville, IL 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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