Customer Service Representative – Service Focused with In-Book Sales Opportunity
Lisa Pate State Farm
Full-Time | In-Office
Deliver Exceptional Service. Build Relationships. Grow with a Friendly Team.
Lisa Pate State Farm is seeking a service-driven Customer Service Representative who enjoys helping people, solving problems, and delivering “service with a smile.” We are looking for someone who fits our friendly, welcoming culture, values relationship-building, and understands that exceptional service can naturally create opportunities to strengthen customer protection through thoughtful in-book sales.
This role is ideal for someone who leads with empathy, communicates with warmth and professionalism, and takes pride in creating a positive customer experience.
Licensing Requirement (Job Contingent)
This position is contingent upon obtaining required insurance licenses.
• Property & Casualty license must be obtained prior to your Day 1 start (full support provided)
• Life & Health license must be obtained within 90 days of your start date
• We provide guidance, resources, and support to help you successfully complete the licensing process
Role Overview
As a Customer Service Representative, you will serve as a primary point of contact for customers, helping with policy needs, resolving concerns, and delivering a high-quality service experience. This is a service-first role with opportunities to contribute to growth by identifying coverage needs and pivoting service conversations into in-book sales when appropriate.
Success in this role is measured by customer satisfaction, retention, and contribution to agency growth.
Responsibilities
Provide exceptional customer service to policyholders through phone, email, and in-office interactions
Answer customer inquiries and provide clear, accurate policy information
Assist with policy changes, billing questions, endorsements, and account updates
Support customers through claims-related questions and follow up as needed
Build strong relationships that support retention and long-term customer loyalty
Identify opportunities to strengthen coverage and pivot service conversations into in-book sales when appropriate
Maintain accurate documentation of customer interactions and follow-up activities
Collaborate with team members to deliver a consistent, positive customer experience
Ensure compliance with agency standards and regulatory requirements
Qualifications
Strong customer service and relationship-building skills
Friendly, positive personality with a “service with a smile” mindset
Excellent communication and interpersonal abilities
Detail-oriented with strong organizational and multitasking skills
Problem-solving mindset with a focus on customer experience
Comfortable discussing coverage options and recommending solutions when appropriate
Prior customer service experience preferred
Ability to meet licensing requirements outlined above
What We Offer
Competitive base salary plus performance incentives
Full support through the licensing process
Ongoing training and professional development
Supportive, collaborative, and friendly team culture
Long-term growth opportunities within the agency
Equal Opportunity Employer
Lisa Pate State Farm is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees and do not discriminate based on race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, or veteran status.
Ready to Join a Team That Values Service and Smiles?
If you enjoy helping people, building relationships, and want to be part of a welcoming, customer-focused culture, apply today to join Lisa Pate State Farm.