Customer Relations Representative - State Farm Agent Team Member

Benefits: Bonus based on performance Competitive salary Flexible schedule Opportunity for advancement Paid time off Training & development CLIENT EXPERIENCE MANAGER (In-Office, Career Role) We are a growing financial services agency serving clients throughout Indiana and Ohio. We help families protect what matters today and plan for tomorrow. We are building a modern client experience that emphasizes care, communication, and long-term relationship. About the Role: We are hiring a Client Experience Manager to take ownership of the customer relationship after the sale. This is a professional, career-focused position — not an entry-level role. Your mission is to make sure clients feel well cared for, understand what to expect, and know what we need from them so their coverage stays on track. You’ll assist clients with billing questions, policy changes, claims communication, and renewal coordination. You will also schedule review conversations to address gaps in life, health, and retirement planning. This role blends service, communication, and follow-through. It requires warmth, professionalism, and the ability to keep things moving without letting details fall through the cracks. What You’ll Do: Help clients with billing questions and policy updates Guide clients through claims expectations and timelines Schedule and coordinate annual review appointments Keep clients informed when carriers are slow to respond Document interactions and follow through on commitments Request paperwork or next steps from clients when required Handle inbound phone, email, and walk-in communication Protect renewals and maintain long-term customer relationships You’ll Be a Great Fit If You: enjoy helping people and building relationships can stay cheerful and steady when clients are stressed or overwhelmed like solving problems and keeping things organized are comfortable setting expectations and saying “here’s what we need next” can deliver unwelcome news without losing the relationship enjoy making sure things actually get done communicate professionally with adults prefer a relationship-focused role over constant selling Experience Level: Professional office experience required. Insurance experience is not required — we will train the right person. Location: Full time, in-office. Our agency has regular foot traffic and in-person appointments, and reliability matters. Compensation & Growth: Competitive pay with performance incentives tied to client retention, review scheduling, and overall client experience. This is a career role with growth potential as our agency expands its financial services offerings