Account Representative - State Farm Agent Team Member

Job Description

Job Description

Benefits:

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

ABOUT OUR AGENCY:
Our agency opened in 2022 and is a growing team of two, focused on building a strong foundation and delivering great service to our customers. Before becoming a State Farm agent, I spent nearly 10 years in the automotive industry. I was introduced to the agency opportunity through a close friend who is also an agent, and it’s been an exciting path into business ownership.

I’m a proud spouse and dog owner, and I place a high value on maintaining a healthy work-life balance for myself and for our team. We stay connected to the community by supporting organizations like the Houston Food Bank and looking for ways to give back locally.

For our team, we offer 12 days of PTO, a health stipend, reimbursement for licensing costs, and a great office location in a mid-rise building that provides a professional and comfortable work environment.

Our office culture is focused on growth, accountability, and opportunity. We’re looking for someone who is motivated, disciplined, and ready to work hard to build a successful career while being part of a supportive and growing team.

ROLE DESCRIPTION:
As Account Representative for Alberto Bermudez - 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.
• Property & Casualty license.