Benefits:- Licensing paid by agency
- 401(k)
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
- Dental insurance
- Vision insurance
ABOUT OUR AGENCY:
Founded in 2012, Daniel Parker State Farm is a Tulsa-based agency serving individuals, families and business owners throughout Oklahoma. Our team brings together more than 165 years of experience across insurance and financial services, with professional backgrounds that include commercial insurance, banking, residential lending, customer service and financial services.
Our work goes beyond routine policy transactions. We work with established households, professionals and business owners whose needs can become more involved as their families, assets and businesses grow. Our team conducts household insurance reviews, works with commercial insurance, life and retirement planning, ongoing account service and more complicated customer situations. That variety creates opportunities for team members to broaden their knowledge and develop professionally.
Daniel has more than 25 years of insurance and financial-services experience, earned a B.S. in Biomedical Chemistry from Oral Roberts University and holds FINRA 6, 63 and 65 registrations. His agency is also a six-time State Farm President’s Club recipient.
Our culture is professional, growth-minded and supportive. We value technical knowledge, thoughtful customer conversations, accountability and consistent follow-through. Experienced team members coach and support one another, and employees who demonstrate the ability and initiative to take on more are given opportunities to grow their responsibilities and careers.
Team members also enjoy health, dental and vision benefits, up to a 4% 401(k) match, paid time off, birthday lunches, team outings and a well-equipped break room with a full kitchen, stocked drinks and gourmet coffee. Giving back is important to us as well, including our involvement with CarePortal supporting foster children and families facing difficult circumstances in our community.
ROLE DESCRIPTION: As Customer Service Representative - State Farm Agent Team Member for Daniel Parker - State Farm Agent, you play an important role in building and maintaining the customer relationships that allow our agency to grow. You work closely with new and existing customers, take the time to understand their needs, help them navigate questions or concerns and identify when changes in their lives may warrant another insurance conversation.
This role is especially well suited for someone who enjoys connecting with people, communicates confidently and knows how to make customers feel heard while still moving conversations toward solutions and action. You will have opportunities to deepen customer relationships, conduct needs-based reviews, identify additional insurance needs and contribute directly to retention, referrals and agency growth.
Because we serve both English- and Spanish-speaking customers, Spanish-English bilingual ability is particularly valuable in this position, and proficiency in other languages is welcomed.
RESPONSIBILITIES:- Build strong relationships with new and existing customers through regular, thoughtful communication.
- Help new customers become comfortable with our agency and understand what to expect from our team.
- Conduct needs-based account reviews and identify changes that may affect a customer's insurance needs.
- Listen carefully to customer questions or frustrations, research issues and help move conversations toward practical solutions.
- Explain coverage, options and next steps in clear, understandable language.
- Identify opportunities to discuss additional insurance or financial needs when appropriate.
- Support customer retention through proactive follow-up and consistent follow-through.
- Ask for referrals and help develop new relationships from existing customer connections.
- Maintain accurate customer information, documentation and follow-up.
- Meet individual production and relationship-development goals while maintaining a customer-focused approach.
- Work collaboratively with experienced team members when a customer's situation requires additional knowledge or perspective.
QUALIFICATIONS:- 2–5+ years of insurance, banking, financial services, hospitality, customer relations or other relationship-focused experience preferred.
- Property and casualty insurance license preferred.
- Life and health insurance licensing is a plus.
- Spanish-English bilingual candidates are strongly preferred.
- Proficiency in additional languages is also highly valued.
- Strong interpersonal and communication skills with the ability to build trust quickly.
- Comfortable listening to frustrated customers and helping move conversations toward resolution.
- Confident making recommendations and helping customers move from questions to decisions.
- Takes initiative and follows through without needing constant direction.
- Able to recognize changing customer needs and start appropriate conversations.
- Comfortable asking for referrals and contributing to agency growth.
- Strong attention to detail and organizational skills.
- Motivated by measurable goals while maintaining a relationship-focused approach.
- Professional, dependable and comfortable collaborating with an experienced team.
