Account Associate - State Farm Agent Team Member

Juan Rubio - State Farm Agent; Charlotte (NC); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Opportunity for advancement

Paid time off

Training & development

Job summary

Rubio Insurance & Financial Services Inc. in Charlotte, NC is seeking an organized account representative to support insurance agents, establish customer relationships, and handle client inquiries in a fast-paced office.

This role blends service with sales and offers base pay plus commission, paid time off, and opportunities for advancement. Bilingual Spanish required and licenses can be obtained after joining.

Job description

Benefits:

• Bonus based on performance
• Competitive salary
• Opportunity for advancement
• Paid time off
• Training & development

ROLE DESCRIPTION

Rubio Insurance & Financial Services Inc. is seeking an organized and efficient specialist to fulfill administrative duties and support insurance agents in gaining and keeping customers. As an account representative with our agency, your attention to detail, dedication to client relations, and sales-mindedness equip you for this versatile position. Your contributions as a motivated professional who thrives in a fast-paced environment pave an entryway for growing your career and expanding your income.

We look forward to incorporating your energy and marketing perspective into our team as we build success together.

RESPONSIBILITIES:

• Establish customer relationships and follow up with customers, as needed.
• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions and billing clarification.
• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Use exemplary communication to efficiently meet the needs of customers while promoting the development of our business.

QUALIFICATIONS:

• Dedicated to customer service
• Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
  Able to obtain Property and Casualty License
• Able to obtain a Life/Health License
• Able to achieve mutually agreed upon marketing goals
• Interested in marketing products and services based on customer needs
• Bilingual - Spanish required

BENEFITS:

• Salary plus commission/bonus
• Paid time off (vacation and personal/sick days)
• Profit sharing
• Growth potential/Opportunity for advancement within my office