Account Representative - Insurance & Growth Opportunities

Gabriela Ruvalcaba Insurance and Financial Services, Inc.; Morgan Hill (CA); On-site; USD 65,000 - 125,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus

Health insurance

Paid time off

Flexible hours

Tuition reimbursement

Advancement opportunities

Company parties

Training & development

Free food & snacks

Job summary

State Farm Agent Team Member in Morgan Hill, CA is seeking an Account Representative to help customers with insurance and financial service options. You will establish relationships, follow up, and educate clients using needs-based reviews.

This full-time role offers salary plus commission, opportunities for advancement, paid time off, and benefits. The team values friendly, proactive individuals who excel at teamwork and communication.

Qualifications

• Interest in marketing products and services based on customer needs.
• Excellent written, verbal and listening communication.
• Ability to work in a team environment and be proactive.

Responsibilities

• Establish customer relationships and follow up with customers, as needed.
• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

Skills

Excellent communication

People-oriented

Detail oriented

Proactive problem solving

Team player

Ability to learn computer functions

Job description

State Farm Agent Team Member in Morgan Hill, CA is seeking an Account Representative to help customers with insurance and financial service options. You will establish relationships, follow up, and educate clients using needs-based reviews.

This full-time role offers salary plus commission, opportunities for advancement, paid time off, and benefits. The team values friendly, proactive individuals who excel at teamwork and communication.