Account Representative - State Farm Agent Team Member

Job Description

Job Description

ROLE DESCRIPTION
We are seeking a motivated and customer-focused Account Representative to join our team. As Account Representative for State Farm Agent Cathy P. Start, you will be vital to our daily business operations and customers’ success.

This role combines sales and service, requiring someone who can build strong relationships, identify customer needs, and provide tailored insurance solutions while delivering an outstanding client experience.

This role requires you to be on-site at our office in Union City, CA.  

KEY RESPONSIBILITIES
• Provide exceptional customer service and sales support to new and existing clients
• Proactively identify opportunities to cross-sell and up-sell insurance products
• Assist clients in understanding coverage options and selecting appropriate policies
• Respond to inquiries regarding eligibility, coverage, policy changes, claims, billing, and account information
• Process policy updates and maintain accurate client records
• Prepare and submit insurance applications to underwriting
• Follow up with clients to ensure satisfaction and retention
• Adapt to evolving processes, systems, and business needs to support team and customer success
.  Assist agent with Agency growth and goals

QUALIFICATIONS
• Strong communication and relationship-building skills
• Sales-minded with a customer-first approach
• Positive attitude with the ability to thrive in a changing environment
• Strong problem-solving skills and attention to detail
• Ability to work independently and as part of a team

REQUIREMENTS
• Active Property & Casualty (P&C) license
• Must be able to obtain a Life & Health insurance license (Agent will pay for license education)

PREFERRED QUALIFICATIONS
• Previous experience in sales, customer service, or insurance

ADDITIONAL INFORMATION
This is a team member position with an independent contractor agent of State Farm. All team members must pass a background check and meet company approval requirements.