Account Representative - State Farm Agent Team Member

Job Description

Job Description

Benefits:

• Simple IRA
• License reimbursement
• Opportunity for advancement
• Paid time off
• Training & development
• Bonus based on performance
• Competitive salary
• Flexible schedule

ABOUT OUR AGENCY:
I opened my agency in 2015 and currently lead a team of six. Before becoming an agent, I worked as a State Farm team member, which gave me valuable experience and helped shape the supportive culture we’ve built today.

I’m a proud graduate of University of Arizona, a husband, father, and lifelong Arizona resident. Being born and raised here has allowed me to build strong connections within the community and better serve the people around me. Our agency stays active in the community through regular events and local involvement. Building relationships and giving back are important parts of who we are.

We offer a Simple IRA with employer match, licensing reimbursement, and a strong commitment to work-life balance. We believe that creating a positive workplace leads to better outcomes for both our team and our customers.

Our culture is extremely close-knit and family-oriented. We genuinely enjoy working together and make time to connect as a team, including office lunches every Thursday where we close for an hour to eat together. We also hold quarterly events where the office closes for a day, combining professional development and training with a fun team outing. 

If you’re looking for a place where people support one another, work hard, and have fun together, this could be a great fit for you.

ROLE DESCRIPTION:
As an Account Representative for Brett Overstreet - 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.