Account Representative

State Farm Agent; Phoenix (AZ); On-site; USD 32,000 - 52,000; Full time

Job summary

State Farm is seeking a dedicated Account Representative in Phoenix, AZ to assist customers with insurance and financial services needs. You will explain coverage options, prepare quotes, and process policy changes while supporting the agent and team to achieve office goals.

The role emphasizes strong communication, client relationship building, and proactive outreach to maintain exceptional service. This is a full-time on-site position with a focus on delivering a positive customer experience.

Qualifications

• Strong account management and customer service skills to handle policies and client relationships.
• Effective communication skills, both verbal and written, with active listening.
• Sales skills to identify needs and present solutions to support office production goals.
• Ability to learn new products, systems, and procedures and help others understand them.
• Comfort with technology and office software, attention to detail, problem-solving, and goal orientation.
• Experience in insurance or financial services is helpful but not required.
• High school diploma or equivalent; licenses may be required by state regulations.

Responsibilities

• Respond to inquiries from current and prospective customers.
• Manage customer accounts and handle billing and policy documentation.
• Ensure timely follow-up on leads and collaborating with the agent to meet office goals.
• Participate in sales and marketing activities and build relationships with clients.
• Support office operations to deliver high-quality service.

Skills

Account Management

Customer Service

Communication

Sales

Training

Education

High school diploma or equivalent

Property & Casualty or Life & Health license (preferred)

Job description

Company Description

State Farm® is a nationally recognized insurance and financial services company dedicated to helping people manage everyday risks, recover from the unexpected, and pursue their goals. State Farm agents are local professionals who build long-term relationships with customers and communities, supported by a respected and trusted national brand. For more than 90 years, over 19,000 agents across the United States have provided personalized service and reliable protection. Joining a State Farm agent’s team offers the chance to contribute to this mission while growing a meaningful career in a customer-focused environment.

Role Description

The Account Representative role is a full-time, on-site position located in Phoenix, AZ, supporting a State Farm agent’s office. In this role, the Account Representative assists current and prospective customers with insurance and financial services needs, including explaining coverage options, preparing quotes, and processing policy changes. Day-to-day responsibilities include responding to inquiries, managing customer accounts, handling billing and policy documentation, and ensuring timely follow-up on leads. The role also involves proactive outreach to build and maintain relationships, participating in sales and marketing activities, and supporting office operations to deliver consistent, high-quality service. The Account Representative collaborates with the agent and team members to meet office goals and provide a positive customer experience.

Qualifications

• Candidates should possess strong Account Management and Customer Service skills to handle policies, resolve concerns, and support ongoing client relationships.
• Candidates should possess effective Communication skills, including clear verbal and written communication and active listening.
• Candidates should possess Sales skills to identify customer needs, present appropriate solutions, and contribute to office production goals.
• Candidates should possess Training-related skills, such as the ability to learn new products, systems, and procedures and help others understand them.
• Additional beneficial qualifications include comfort with technology and office software, attention to detail, problem-solving abilities, and a goal-oriented mindset.
• Prior experience in insurance, financial services, or a similar customer-facing role is helpful but not always required.
• High school diploma or equivalent is typically required; additional education or relevant licenses (such as property and casualty or life and health insurance) are a plus and may be required based on state regulations.