Account Representative - State Farm Agent Team Member

Job Description

Job Description

Benefits:

• 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 1994 and currently lead a team of six. Before becoming a State Farm agent, I worked in commercial banking, bringing a strong financial background into the insurance industry. After more than 30 years as an agent, I’m proud of the experience, relationships, and team we’ve built along the way.

Our agency is actively involved in the local community and proudly sponsors a variety of events and organizations throughout the area. Staying connected to the people we serve has always been an important part of our business.

Our agency offers paid time off, paid holidays, licensing reimbursement, and a strong commitment to work-life balance. We also provide comprehensive training to help team members learn their roles, strengthen their skills, and feel confident serving our customers.

One of the things that truly sets our office apart is experience - our team brings more than 150 years of combined State Farm experience. We’re a highly tenured group that works hard, has fun, and genuinely enjoys being part of a team. I’m looking for someone who values stability and is interested in finding a place where they can build a long-term career. Reliability, motivation, and a genuine desire to take great care of people are especially important to us.

ROLE DESCRIPTION:
As an Account Representative for Bert Kozlowski - 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.