Customer Care Manager - State Farm Agent Team Member
Description
- Free uniforms
- Health insurance
- Paid time off
- Vision insurance
- 401(k)
- 401(k) matching
- Competitive salary
- Dental insurance
- You’re the person people call first when life goes sideways — calm, steady, and ready to help.
- You genuinely care about your community and want to make a positive impact on the people around you.
- You’re a natural relationship-builder who earns confidence quickly and keeps it.
- You listen first, then guide, making customers feel understood while confidently providing options.
- You’re compassionate under pressure and can guide someone through difficult situations with clarity and empathy.
- You take ownership and are comfortable managing customer needs independently while knowing when something should be escalated.
- You enjoy servicing and retaining customers and take pride in making sure people are properly taken care of after the policy is written.
At Jesse Torres - State Farm Agent, we’re here to help people protect what matters most. We take pride in serving our community with integrity, care, and real support. Whether we’re helping someone navigate a claim or personalize a plan, we believe in doing meaningful work that makes a difference. If you're looking to grow your career, help others, and be part of a team that strives to do good every day, you’ll fit right in with us.
This is a service-focused position for someone who is comfortable helping manage and servicing an existing book of business, managing day-to-day customer needs, solving problems, and helping retain long-term customer relationships. While recognizing customer needs and identifying appropriate opportunities is part of providing excellent service, this position is primarily focused on customer care, policy servicing, retention, day-to-day office operations rather than traditional new-business production.
- Serve as a primary day-to-day licensed customer service resource for the office.
- Manage incoming customer inquiries, walk-in traffic, and ongoing service needs while providing a high level of customer care.
- Build and maintain strong relationships with existing customers with an emphasis on customer satisfaction and retention.
- Assist customers with policy changes, account updates, billing questions, coverage questions, and policy reviews.
- Coordinate and follow up on underwriting requests, required documentation, eligibility questions, and other policy-related items, working with the appropriate agency or company resources to help bring outstanding items to resolution.
- Process and coordinate routine policy service requests, including added or replacement vehicles, drivers, lienholders or mortgagees, address changes, coverage updates, and other account maintenance.
- Assist existing customers with Auto, Home, Renters, and other Property & Casualty insurance needs within licensing and agency guidelines.
- Help customers understand available coverage options and policy changes and appropriately document customer decisions.
- Assist customers with billing concerns and help resolve routine service issues, escalating more complex matters when appropriate.
- Help customers navigate claims-related questions and connect them with the appropriate claims resources when needed.
- Monitor open customer service items and follow through to help ensure requests are completed accurately and timely.
- Maintain accurate customer notes, documentation, and follow-up activities in agency systems.
- Coordinate with the agent, agency team members, and remote support resources to maintain efficient workflows and prevent customer requests from falling through the cracks.
- Support and help coordinate front-office activities and work collaboratively with administrative or receptionist support.
- Recognize additional customer needs and appropriately discuss or refer insurance opportunities when they arise through normal customer-service conversations.
- Help protect and retain the existing book of business by proactively addressing customer concerns and delivering a consistent customer experience.
- Track service activity, unresolved issues, and customer concerns and communicate important trends or escalations to the agent.
- Take ownership of day-to-day office service operations while knowing when an issue requires additional agency or agent involvement.
- Able to work independently and confidently manage day-to-day office service needs without requiring constant agent supervision.
- Help coordinate day-to-day front-office workflow and work closely with receptionist/administrative support to ensure calls, walk-ins, payments, customer requests, and follow-up items are appropriately handled or routed.
- Active Property & Casualty insurance license required.
- Previous insurance agency, personal lines, account management, or licensed customer-service experience strongly preferred.
- State Farm agency experience is a plus but not required.
- Strong working knowledge of Auto, Home, Renters, and other personal-lines insurance preferred.
- Demonstrated ability to service an existing book of customers and independently manage day-to-day customer needs.
- Excellent communication, listening, and relationship-building skills.
- Strong customer-service and problem-solving abilities, including the ability to remain calm and professional when assisting frustrated or concerned customers.
- Comfortable discussing policy coverage, billing, account changes, and other insurance matters within licensing and agency guidelines.
- Strong attention to detail and documentation habits.
- Organized and able to prioritize multiple customer requests, follow-ups, phone calls, and walk-in needs.
- Comfortable using agency management systems, CRM systems, Microsoft Office, and other technology.
- Able to work effectively with both in-office and remote team members.
- Strong judgment regarding when to independently resolve an issue and when to escalate it.
- Dependable, professional, accountable, and comfortable independently managing day-to-day customer service responsibilities.
- A service and retention mindset is essential. This role is best suited for someone who enjoys taking care of an existing book of customers rather than working primarily in a high-volume new-business sales role.
WHAT SUCCESS LOOKS LIKE
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