Customer Service Representative - State Farm Agent Team Member
Company: Shana Nelson - State Farm Agent
Location: Saratoga
Posted on: February 19, 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 Service &
Sales Representative Location: Saratoga, CA Job Type: Full-Time
Drive Results. Deliver Value. Build Your Future. Are you a
relationship-builder with strong people skills and a natural drive
for sales? At Shana Nelson State Farm , were looking for a Customer
Service & Sales Representative to join our growing team. This
hybrid role blends service and sales, giving you the opportunity to
deliver outstanding customer experiences while also driving growth
through consultative selling. As part of a high-performing
insurance agency, youll help clients make informed decisions,
uncover their needs, and connect them with personalized solutions.
With the right tools, support, and mentorship, youll have the
chance to grow both your career and your earning potential. What
Youll Do Serve as a trusted resource for new and existing clients
Answer policy-related questions and provide accurate, timely
support Assist with billing inquiries, policy changes, and claims
follow-ups Identify opportunities to cross-sell and upsell
additional coverage options Maintain detailed records of client
interactions and follow-ups Work collaboratively with the team to
achieve agency goals and drive results What Were Looking For Strong
communication skills and a confident, approachable demeanor A
sales-driven mindset with the desire to exceed goals
Detail-oriented and able to balance multiple priorities effectively
Previous customer service, retail, or sales experience preferred
Willingness to obtain Property & Casualty and Life & Health
licenses (support provided!) Why Youll Love It Here Competitive
base pay plus commission and performance bonuses Paid training and
full licensing support Clear career path with opportunities for
advancement A supportive, people-first team culture Regular
business hours for better work-life balance If youre ready to turn
your people skills into a rewarding career with real growth
potential, apply today and join a winning team at Shana Nelson
State Farm. Apply now to start building your future in the
insurance industry!
Keywords: Shana Nelson - State Farm Agent, Pleasanton , Customer Service Representative - State Farm Agent Team Member, Sales , Saratoga, California
