Customer Relations Representative - State Farm Agent Team Member

Job Description

Job Description

Benefits :

401(k)

Bonus based on performance

Competitive salary

Health insurance

Opportunity for advancement

Paid time off

Training & development

Customer Relations Representative (Sales & Service Hybrid Role)

Location : Saratoga, CA

Job Type : Full-Time

Be the Voice of Service. Build a Career with Purpose. Grow with Us.

At Shana Nelson State Farm , were more than an insurance agencywere a team dedicated to protecting what matters most for our clients while delivering exceptional service every day.

Were looking for a Customer Relations Representative who thrives in a people-focused, fast-paced environment and is ready to take the next step in their career. This hybrid role blends customer service and sales , making it a great fit for someone who enjoys problem-solving, relationship-building, and making a positive impact in their community.

What Youll Do

• Provide exceptional service by assisting clients via phone, email, and in-person
• Support with policy updates, billing questions, and account maintenance
• Foster customer retention through proactive outreach and follow-ups
• Identify client needs and recommend insurance solutions when appropriate
• Collaborate with agency team members to ensure seamless service delivery
• Maintain accurate and organized records of client interactions and policies

What Were Looking For

• Excellent communication, empathy, and problem-solving skills
• Ability to remain calm and solutions-focused in high-pressure situations
• Previous customer service or administrative experience preferred
• Sales-minded approach with a desire to grow and advance professionally
• Comfortable working independently and within a collaborative team
• Willingness to obtain an insurance license ( well provide support! )

Why Youll Love Working Here

• Competitive hourly pay plus bonus opportunities
• Paid training and PTO package
• Career development and a clear path toward becoming a licensed insurance professional
• Supportive, team-oriented agency culture
• Regular business hoursenjoy your evenings and weekends

If youre passionate about helping others, enjoy a mix of service and sales, and want to grow your career with a winning team, wed love to connect.

Apply today and take the first step toward building your future with Shana Nelson State Farm.