Customer Relations Representative - State Farm Agent Team Member
Full Time in Saratoga , CA
Responsive recruiter
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, CAJob Type Full-Time
Be the Voice of Service. Build a Career with Purpose. Grow with Us.
At Shana Nelson State Farm, we’re more than an insurance agency—we’re a team dedicated to protecting what matters most for our clients while delivering exceptional service every day.
We’re 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 You’ll 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 We’re 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 (we’ll provide support!)
Why You’ll 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 hours—enjoy your evenings and weekends
If you’re passionate about helping others, enjoy a mix of service and sales, and want to grow your career with a winning team, we’d love to connect.
Apply today and take the first step toward building your future with Shana Nelson State Farm. Compensation $65,000.00 - $85,000.00 per year
Join a community of good neighbors
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Make a difference in your community every day.
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Gain confidence and grow your dream career.
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Earn benefits and rewards that are second to none