Insurance Account Representative - State Farm Agent Team Member

Job Description

Job Description

Benefits:

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

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 a Insurance Account Representative - State Farm Agent Team Member with Julie Montenegro - State Farm Agent, you will play a key role in driving the growth and success of our insurance agency. Your proactive approach, sales aptitude, and commitment to building lasting relationships with clients will set you apart. This position is perfect for someone who thrives on identifying customer needs, delivering tailored insurance solutions, and consistently exceeding sales goals.

In this role, you’ll combine exceptional communication skills, a sales-driven mindset, and a passion for helping people. You’ll have the opportunity to develop professionally while contributing to the agency’s success. We are excited to meet driven, sales-focused candidates who are eager to grow within our agency. High performers can anticipate opportunities for advancement.

RESPONSIBILITIES:

• Generate leads and actively pursue new business opportunities.
• Educate clients about insurance products and recommend appropriate coverage options.
• Foster strong client relationships through regular follow-ups and proactive communication.
• Maintain accurate client records and manage policy updates efficiently.

QUALIFICATIONS:

• Excellent communication and relationship-building abilities.
• Experience in sales or customer service preferred.
• Goal-oriented and motivated by achieving measurable results.
• Ability to manage multiple priorities and work effectively in a fast-paced environment.
• Must obtain licensing before start date.
• Bilingual Spanish preferred.