Licensed Customer Success Advisor - Insurance Retention

Join Willis Morrison State Farm as an Licensed Customer Success Advisor and drive your career forward in a dynamic, full-cycle sales environment. This in-office role is your opportunity to own the entire client journey, from initial point of sale to securing new business and nurturing lasting relationships.

At Willis Morrison State Farm, we believe in empowering our sales/retention team to achieve significant success. As a Licensed Customer Success Advisor, you will be instrumental in identifying growth opportunities, expanding our client base through strategic cross-selling and upselling, and ensuring unparalleled customer satisfaction and retention. Your ability to build rapport and communicate effectively across various platforms will be key to your success.

Day-to-Day Responsibilities:

Help new customers feel welcome, understand their coverage, and build a lasting relationship with our agency. As our Licensed Customer Success Advisor, you will guide new households through their first 180 days, lead meaningful coverage conversations, and help customers protect what matters to them.

As the dedicated customer success specialist for your office, you will own the new customer experience across Auto, Fire, Life, and Health. You will combine warm, proactive service with needs-based sales, then coordinate a clear handoff to our service team at the end of six months.

What you will do

• Welcome every new household with timely outreach, clear expectations, and a personal point of contact.
• Help customers download and set up the State Farm app so they can view and manage their policies.
• Follow a repeatable schedule of calls, texts, emails, and video conversations throughout the first 180 days.
• Explain purchased coverage, identify gaps, recommend suitable solutions, and close additional policies within your licensing authority.
• Own coverage reviews and follow through on customer questions, coordinating with teammates as needed.
• Keep accurate records of conversations, recommendations, next steps, and follow-up activity.
• Introduce customers to their ongoing service contacts and complete a thoughtful handoff after 180 days.

What you bring

• An active Property and Casualty license is required. Life and Health licensing must be obtained within 90 days.
• Insurance experience is preferred, but not required.
• A warm, positive approach, strong listening skills, and the ability to explain coverage clearly.
• Confidence asking questions, discussing coverage needs, and helping customers choose additional protection.
• Strong organization, consistent follow-through, and comfort using digital tools and multiple communication channels.

Qualifications:

• Must be authorized to work in the United States.
• Must be 18 or older.
• Must possess a valid driver's license.
• Must have access to a mobile device.
• Must have access to cellular data.
• Must hold active Property and Casualty Insurance or Life and Health Insurance licenses.
• Proven ability to manage a sales pipeline end-to-end.
• Exceptional communication and interpersonal skills, with a knack for building rapport remotely.
• Strong organizational and time management abilities.
• Self-motivated and driven to achieve sales targets.
• Professional demeanor and a commitment to ethical sales practices.

Compensation and Benefits:

This role offers a competitive base salary plus commission structure, with an expected earning potential between $55,000 and $75,000 annually, based on performance. We are committed to supporting your professional growth and success.

About Willis Morrison State Farm:

Willis Morrison State Farm is a leading insurance agency dedicated to providing exceptional service and comprehensive insurance solutions. We pride ourselves on our client-centric approach and our commitment to fostering a supportive and rewarding work environment. Join our team and make a real impact!

This is a full-time, in-office position.