Account Representative - State Farm Agent Team Member

Dustin Tsu - State Farm Agent

Arcadia (CA)

On-site

USD 45,000 - 65,000

Full time

12 days ago
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Benefits offered by this job

License reimbursement
401(k)
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development

Job summary

Dustin Tsu - State Farm Agent is seeking an Account Representative to grow the agency by building meaningful customer relationships and serving as a liaison between clients and internal departments.

The role emphasizes proactive marketing of relevant products, delivering prompt service, and supporting the daily operations of the agency to enhance customer success.

Qualifications

  • Experience in sales preferred.
  • Experience in managing customer relationships preferred.
  • Strong communication skills.
  • Customer-focused and proactive.

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; answer inquiries on product availability, coverages, policy changes, transfers, claim submissions, and billing.
  • Promote successful and long-lasting customer relations.

Skills

Sales experience
CRM experience
Marketing mindset
Excellent communication
Customer service
Prospecting

Tools

CRM software

Job description

Benefits:
  • License reimbursement
  • 401(k)
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Opportunity for advancement
  • Paid time off
  • Training & development
Role Description:

As an Account Representative for Dustin Tsu - 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.
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