Insurance Account Representative - State Farm Agent Team Member

Job Description

Job Description

Benefits:

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

Come Join Our Team as an Insurance Account Representative!



 
Our successful and growing State Farm agency is looking for a licensed, experienced insurance professional (or someone with transferrable sales and/or account management experience) to join our close-knit team. In this role, you’ll combine customer service and general account management with active outbound outreach and consultative selling to help new and existing customers protect what matters most.



 
You’ll deliver the remarkable experience our customers rave about by pairing relationship-building and proactive communication with coverage education, recommendations and advocacy. Our work helps people manage the risks of everyday life, recover from the unexpected and realize their dreams. What we do can have a profound impact on people’s lives, so we take great pride in doing it to the best of our ability and being the best advocates for our customers that we can be.



 
If you’re someone who also takes great pride in bringing your best, doing meaningful work that helps others, and who thrives in a fast-paced and stimulating professional environment, this could be a great role for you!



 
Key Responsibilities:

• Make outbound calls and reach out to prospective customers (phone, email, text, and video as needed) to introduce State Farm products and generate new business
• Review customer needs and recommend coverage by meeting with customers over the phone, video and in person to identify gaps and explain features/benefits
• Provide warm, responsive service that supports retention and sales , including answering policy/payment questions and processing policy changes
• Collaborate with internal teams (e.g. in-office teammates, as well as Underwriters, Service, and Claims) to resolve issues and advocate for customers
• Drive sales results and follow-up , supporting individual/team growth goals
• Opportunity to grow and expand the role in various directions (e.g. sales growth and leadership, office management or even opening your own agency), based on your interests, strengths and career aspirations

Key Qualifications:

• Highly ethical, honest, reliable; positive can-do attitude and excitement to learn and grow
• Strong communication skills and a proactive outreach mindset
• Self-motivated, organized, and accountable with strong attention to detail
• Computer proficient with Windows-based systems
• Prior insurance or outbound sales experience is required
• Must have or be willing to obtain Property/Casualty and Life/Health insurance licenses
• Need to live within a reasonably commutable distance of our office in Moraga (this is a full-time, in-office role)

About our Agency: I opened this agency in 2018 after a 21-year career in business growth and turnaround leadership across several different industries, in roles spanning from small teams to global enterprise leadership, as well as entrepreneurship. The common thread for me was always helping people succeed. In this agency, that translates to building a workplace where my team can succeed and grow while doing meaningful work that we can be proud of; to helping our customers succeed by providing them with honest, professional advice and advocacy; and to using our platform to contribute and do good in our community - the place where I live and where I raised my children.



 
That purpose drives everything we do here - it's who we are.



 
We offer a competitive benefits package, including 12 PTO days + 12 additional paid holidays per year, 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. We take pride in delivering exceptional service and showing up as our best selves every day.