Account Representative - State Farm Agent Team Member

Job Description

Job Description

Benefits:

• Licensing paid by agency
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Training & development

ABOUT OUR AGENCY:
I opened my agency in 2024 and currently lead a growing team of three. Before entering the insurance industry, I spent 20 years in the automotive business. After leaving that industry, I realized I could continue making a difference by helping people protect what matters most through insurance. I'm a graduate of Robert Morris, married with children, and enjoy spending time with my family and playing golf whenever I can.

Our agency enjoys staying involved in the community by supporting our local school district and building relationships with the families we serve.

We offer paid time off, licensing costs paid up front, and a strong commitment to work-life balance. As our agency continues to grow, we're excited to invest in team members who want to build a rewarding long-term career.

Our culture is positive, upbeat, and customer-focused. I'm looking for someone who is motivated, enjoys helping others, and brings a positive attitude to work every day. If you're looking to grow with a newer agency where you can make a real impact, we'd love to meet you.

ROLE DESCRIPTION:
As an Account Representative for Paul Santone - 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 sales (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.
• 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.