Account Representative - State Farm Agent Team Member

Job Description

Job Description

Benefits:

• Life insurance
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• 401(k)
• Bonus based on performance
• Competitive salary
• Flexible schedule

ABOUT OUR AGENCY:
I’ve been a State Farm agent for 15 years and currently lead a close-knit team of four. I was born in Minnesota, but grew up in California and attended Cal State Northridge. Before entering the insurance industry, I worked in the restaurant business, where I met my husband and learned the importance of hard work, building relationships, and delivering exceptional customer service. Those lessons have carried over into my agency, just with a little better work-life balance!

Building genuine relationships is at the heart of everything we do. As technology continues to change the way we interact, I believe personal connections are more important than ever. Many of our customers have been with us for years and truly feel like family. We go above and beyond to take care of them and value the opportunity to grow alongside them.

Our agency offers a 401(k) retirement plan and covers 50% of team members' life insurance premiums. We also have a full kitchen, enjoy sharing meals together, and always keep plenty of snacks on hand - especially chocolate!

Our office is family-oriented, supportive, and built around helping people succeed. I genuinely care about my team and believe it's my responsibility to provide the coaching, encouragement, and tools they need to grow. In return, I'm looking for hardworking individuals who are willing to learn, put their training into practice, and take pride in caring for our customers. If you're someone who values meaningful relationships, enjoys being part of a close-knit team, and wants an opportunity to grow both personally and professionally, we'd love to meet you.

ROLE DESCRIPTION:
As an Account Representative for Julie Montenegro - State Farm Agent, you are vital to our daily business operations and customers’ success. You help grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of customers by proactively marketing relevant products and services.

RESPONSIBILITIES:

• Develop leads, schedule appointments, identify customer needs, and market products and services to help meet those needs. 
• Establish customer relationships and follow up with customers, as needed. 
• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding product availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
• Promote successful and long-lasting customer relations.

QUALIFICATIONS:

• Experience in managing customer relationships preferred.
• Interest in marketing products and services based on customer needs.
• Communication skills - written, verbal, and listening.
• Dedicated to customer service.
• Able to anticipate customer needs.
• Able to effectively relate to customers.
• Bilingual Spanish preferred.