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
Job Title 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, we're more than just an insurance agency—we’re a team committed to providing exceptional service while helping our clients protect what matters most. We’re looking for a Customer Relations Representative who thrives in a people-focused, fast-paced environment and is ready to take their career to the next level.
This is a hybrid role blending both customer service and sales, ideal for someone who loves solving problems, building relationships, and making an impact in their community.
What You’ll Be Doing
- Deliver exceptional service by responding to customer inquiries via phone, email, and in-person
- Assist with policy updates, billing questions, and account maintenance
- Support client retention through regular follow-ups and proactive communication
- Identify customer needs and present insurance solutions where appropriate
- Work closely with team members to ensure a seamless customer experience
- Keep detailed records and ensure accuracy in customer files and documentation
What We're Looking For
- Excellent communication, empathy, and problem-solving skills
- Ability to remain calm and solutions-focused in high-pressure situations
- Previous experience in customer service or administrative roles preferred
- Sales-minded attitude with a desire to grow professionally
- Ability to work independently and within a collaborative team
- Willingness to obtain an insurance license (we’ll support you!)
Why Join Our Team?
- Competitive hourly pay + bonus opportunities
- Career development with a path toward becoming a licensed insurance professional
- Supportive and team-oriented work culture
- Regular business hours—enjoy your evenings and weekends
- Paid training & PTO Package
If you’re passionate about helping others, enjoy a mix of service and sales, and are ready to build a meaningful career—we’d love to connect.
Apply today and take the first step toward growing with a winning team.
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