Account Representative - State Farm Agent Team Member

Job Description

Job Description

Benefits:

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

ABOUT OUR AGENCY:
I opened my agency in 2022 and currently lead a team of three. I've spent 19 years in the insurance industry, with experience in recruiting, claims, and as a team member before becoming an agent. I always knew agency ownership was my goal. Outside of work, I'm a huge St. Louis Cardinals fan, love coaching my son's baseball team, volunteer at my children's school, and being a mom is my greatest joy.

Being involved in the community is a big part of who I am. Whether it's through my children's school or local activities, I enjoy finding ways to give back and stay connected with the families we serve.

Our agency offers health benefits, a Simple IRA, PTO, paid holidays, and a strong commitment to work-life balance. We believe in creating an environment where our team can grow while maintaining balance outside of work.

Our culture is hardworking, supportive, and growth-focused. I'm looking for someone with grit who is self-directed and takes initiative. If you're the type of person who sees what needs to be done, thinks beyond the checklist, and enjoys helping others succeed, you'll fit right in with our team.

ROLE DESCRIPTION:
As an Account Representative for Kelli Kerton - 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.