Account Representative - State Farm Agent Team Member

Job Description

Job Description

Benefits:

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

Successful and established State Farm agency, looking to add a licensed and experienced insurance professional to our close-knit team as we continue to grow.

In this Account Representative role, you will play a key part in delivering the remarkable experience that our customers rave about through a position that blends customer service, coverage reviews, and product conversations. We have fun at work because we like each other and we love what we dowe help our customers manage the risk of everyday life, recover from the unexpected, and realize their dreams.

If you take pride in doing meaningful work, thrive in a fast-paced professional environment, and enjoy building relationships with customers, this could be a great opportunity for you.

Key Responsibilities:

• Provide attentive, professional service to new and existing customers across multiple channels
• Answer coverage and billing questions, process policy changes, and resolve service requests
• Conduct coverage reviews to identify gaps and recommend appropriate products
• Build rapport with prospective customers and gather information for quotes
• Work with underwriting, service, and claims teams to resolve issues and advocate for customers
• Contribute to overall agency growth through cross-selling and relationship building

Key Qualifications:

• Prior insurance or customer-facing experience preferred
• Strong communication skills and proactive work style
• Self-motivated, organized, and accountable
• High attention to detail and accuracy
• Comfortable with Windows-based systems and learning new processes
• Must live within a reasonable commuting distance of our Moraga office (full-time, in-office role)
• Active insurance licenses required (or ability to obtain before start date, as applicable).
• Candidates without an insurance license may still be considered if they have 5+ years of experience in a related or complementary field.

About our Agency:
Our agency opened in 2018 and has grown into a strong team of eight dedicated professionals who are passionate about helping people and making a difference. Before becoming an agent, I spent over two decades in business turnaround, but I always knew I wanted to own a business rooted in the communityone that not only serves clients but also contributes to the place we call home. That mission drives everything we do here.

Community involvement is at the heart of our work. We regularly participate in local festivals and fairs, organize charitable initiatives like the One Warm Coat Drive, and support a variety of donation efforts throughout the year. Giving back isnt just part of our businessits part of who we are.

We offer a competitive benefits package, including PTO, 12 paid holidays, group health and life insurance, a 401k plan with a 6% match, and paid training programs designed to support your professional growth. Our office culture is fast-paced, team-oriented, and focused on meaningful work. If youre looking for a place where you can grow, contribute, and be part of a supportive team, this could be the right fit.