Account Representative - State Farm Agent Team Member

Job Description

Job Description

Benefits:

• Simple IRA
• License reimbursement
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Training & development

ABOUT OUR AGENCY:
I'm excited to have opened my State Farm agency in 2026 and am building a team from the ground up. Before becoming an agent, I spent 30 years in financial services with Jackson National Life, where I developed a passion for coaching, leadership, and helping people achieve their goals. Outside of work, I enjoy golfing, snowboarding, and spending time with my family, including my two children and our dogs.

As a new agency, we're focused on building lasting relationships with our customers and creating a workplace where people genuinely enjoy coming to work. I believe in investing in people and helping them build successful, rewarding careers.

Our agency offers a Simple IRA, licensing reimbursement, and a strong commitment to work-life balance. As we grow, you'll have the opportunity to grow alongside the agency while receiving ongoing coaching and support.

Our culture is built around a get-it-done attitude, teamwork, and continuous growth. I consider myself a player's coach who enjoys training, mentoring, and investing in my team. I'm looking for someone who is motivated, coachable, and eager to grow. My goal is to be a positive influence in my team members' lives while helping them build a successful career.

ROLE DESCRIPTION:
As an Account Representative for Michael Cardenas - 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.