Account Representative — Growth, PTO & IRA

Matt Copeland - State Farm Agent; Roseville (CA); On-site; USD 45,000 - 80,000; Full time

Benefits offered by this job

Simple IRA

Paid time off

Growth potential/Advancement

Job summary

Matt Copeland - State Farm Agent seeks an Account Representative to join their team in Roseville, CA. You will build relationships, deliver outstanding service and help clients select appropriate insurance and financial products.

This role rewards initiative, teamwork, and growth within a busy agency environment. Responsibilities include following up with customers, responding to inquiries, and developing leads while marketing suitable products.

Qualifications

• Interest in marketing products and services based on customer needs.
• Excellent interpersonal and communication skills (written, verbal, listening).
• Ability to work in a team environment and multi-task in a fast-paced office.

Responsibilities

• Establish customer relationships and follow up with customers, as needed.
• Provide prompt, accurate, and friendly customer service—insurance availability, coverages, policy changes, transfers, claim submissions, billing queries.
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

Skills

Interpersonal skills

Communication skills

Team player

Organizational skills

Detail oriented

Multi-tasking

Marketing and sales

People-oriented

Education

Property and Casualty license (must be able to obtain)

Life and Health license (must be able to obtain)

Job description

Matt Copeland - State Farm Agent seeks an Account Representative to join their team in Roseville, CA. You will build relationships, deliver outstanding service and help clients select appropriate insurance and financial products.

This role rewards initiative, teamwork, and growth within a busy agency environment. Responsibilities include following up with customers, responding to inquiries, and developing leads while marketing suitable products.