Customer Relations Representative - State Farm Agent Team Member
Company: Shana Nelson - State Farm Agent
Location: Saratoga
Posted on: January 14, 2026
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Job Description:
Job Description Job Description 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, CA
Job Type: Full-Time Be the Voice of Service. Build a Career with
Purpose. Grow with Us. At Shana Nelson State Farm , were more than
an insurance agencywere a team dedicated to protecting what matters
most for our clients while delivering exceptional service every
day. Were 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 Youll 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 Were
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 ( well provide support! ) Why Youll 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 hoursenjoy your
evenings and weekends If youre passionate about helping others,
enjoy a mix of service and sales, and want to grow your career with
a winning team, wed love to connect. Apply today and take the first
step toward building your future with Shana Nelson State Farm.
Keywords: Shana Nelson - State Farm Agent, San Francisco , Customer Relations Representative - State Farm Agent Team Member, Sales , Saratoga, California