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 January 2021 and currently lead a team of four. Before becoming an agent, I worked in the financial industry as an Assistant Manager. That experience helped develop my passion for helping people, building relationships, and guiding others toward achieving their goals.

Our agency offers 15 days of PTO plus sick leave, flexible scheduling options, a Simple IRA, licensing reimbursement, comprehensive training, ongoing professional development, and strong leadership growth opportunities. We are committed to helping team members build successful careers while maintaining a healthy work-life balance.

One of the things we’re most proud of is our positive, team-oriented culture. We regularly participate in team-building activities and work hard to create an environment where people feel supported, valued, and encouraged to grow. No prior sales experience is required - we believe skills can be taught, but character, attitude, and work ethic are what matter most. 

We’re looking for dependable, coachable, and collaborative individuals who are excited to learn, contribute, and be part of a fun and successful team. If that sounds like you, we’d love to meet you.

ROLE DESCRIPTION:
As an Account Representative for Nicole Grigg - 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.