Insurance Sales & Customer Onboarding Representative in EDMOND, Oklahoma at Jeff Jantz - State Farm Agency
Job Description
Insurance Sales & Customer Onboarding Representative
Jeff Jantz – State Farm Agency | Edmond, OK
$45,000–$75,000 | Base Salary + Commission + Bonuses
Turn New Customer Relationships Into Sales OpportunitiesDo you enjoy talking with people, building relationships, and helping customers find the right insurance coverage? Jeff Jantz – State Farm Agency is looking for a motivated, customer-focused Insurance Sales & Customer Onboarding Representative who can create a great first impression while identifying opportunities to grow customer relationships.
This is a sales-focused position that combines new customer onboarding with insurance sales opportunities. You'll welcome new customers, help them get started with their policies, follow up on their needs, and identify opportunities to recommend additional coverage. Your ability to build trust, communicate effectively, and recognize sales opportunities can help drive your success.
If you have sales experience, enjoy working with people, and want to grow your career in the insurance industry, we'd love to hear from you!
What You'll Do- Build Customer Relationships: Welcome new customers and establish positive, lasting relationships with the agency.
- Identify Sales Opportunities: Recognize opportunities to discuss additional insurance needs and help grow customer accounts.
- Support Insurance Sales: Follow up with customers, discuss coverage needs, and connect them with appropriate insurance solutions.
- Guide New Customers: Explain onboarding steps, documentation requirements, and basic policy information.
- Follow Up and Stay Connected: Contact customers by phone, email, and other communication channels to keep things moving and uncover additional needs.
- Coordinate and Organize: Schedule appointments, maintain accurate customer records, and work with the team to provide a smooth customer experience.
- 1–3 years of sales experience, such as inside sales, outside sales, retail sales, or telemarketing.
- Strong communication skills and the ability to build rapport with customers.
- A customer-focused mindset with an interest in sales, relationship-building, and business growth.
- Good organization, attention to detail, and consistent follow-through.
- Comfort making phone calls, following up with customers, and managing multiple tasks.
- An active Property & Casualty (P&C) insurance license or the ability to obtain one.
- Basic computer skills and the ability to learn agency systems.
- Previous insurance experience is helpful but not required.
- Spanish-speaking skills are preferred but not required.
- $45,000–$75,000 total compensation potential, including base salary, commissions, and bonuses.
- Base salary with opportunities for increases based on competency reviews.
- Commission and bonus opportunities.
- Paid time off (PTO) and vacation.
- Life insurance.
- Retirement plan with employer match.
- Health and dental coverage available, if needed.
- Opportunities to develop insurance sales skills and build a long-term career.
Join a team focused on helping individuals, families, and businesses protect what matters most. You'll have the opportunity to build customer relationships, identify insurance needs, contribute to agency growth, and develop valuable sales and insurance industry skills.
Ready to Get Started?If you're personable, motivated, and ready to put your sales and relationship-building skills to work, apply today to join Jeff Jantz's State Farm team!
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