Account Representative - State Farm Agent Team Member

Job Description

Job Description

Benefits:

• Licensing paid by agency
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Training & development

ABOUT OUR AGENCY:
I opened my agency in 2025 and currently lead a growing team of three. Before becoming an agent, I worked as a State Farm team member and previously owned and operated a landscaping company. My background in both business ownership and insurance has given me a strong appreciation for hard work, customer service, and creating opportunities for people to succeed.

Giving back to the community is important to me, and our agency is committed to staying involved and supporting local organizations and initiatives whenever possible.

Our agency offers unlimited PTO, a life insurance benefit, licensing costs paid up front, and a strong commitment to work-life balance. I believe that when people feel supported and trusted, they can do their best work and enjoy building a rewarding career.

Our culture is laid-back, positive, and team-oriented. While we work hard and hold ourselves accountable, we also believe in being flexible and understanding when life happens. I'm looking for someone who brings a positive attitude, strong integrity, and a willingness to learn and grow. If you're looking for a workplace where you can grow professionally while enjoying what you do, we'd love to meet you.

ROLE DESCRIPTION:
As an Account Representative for Brandon Tate - 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 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.