Customer Relations Representative – Onboarding Specialist

Job overview

The Customer Relations Representative – Onboarding Specialist role is onsite in Perham, MN, with compensation of $50,000–$70,000 per year. The independent State Farm agency supports customers with auto, home, life, and health insurance and aims to help them manage everyday risks and recover from the unexpected. The specialist supports agency growth and customer service by onboarding clients, explaining insurance options, handling inquiries, and coordinating with team members. The role also contributes to marketing goals, community events, and production targets.

What you'll do

• Work with the agent to establish and meet marketing goals
• host community events and sponsorships
• make outbound calls to prospects and schedule insurance financial reviews with current clients
• meet monthly production goals
• handle inbound service calls and walk-in appointments
• market products based on customer needs
• onboard clients using a needs-based review process to explain insurance options.

What we're looking for

Skills & competencies

customer relations representative

onboarding specialist

insurance agency

customer service

insurance financial reviews

community events

perham mn

state farm agent

commission and bonus

health insurance

simple ira

paid time off

training and development

Work arrangement

• Weekend coverage required

Benefits & perks

• Agency-paid licensing, salary plus commission or bonus, Simple IRA, performance bonuses, health insurance, paid time off, flexible schedule, advancement opportunities, and training and development.

Why this role

The posting lists agency-paid licensing, salary plus commission or bonus, Simple IRA, performance bonuses, health insurance, paid time off, flexible scheduling, advancement opportunities, and training and development.

About the employer

Jake Bothwell - State Farm Agent is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.