Account Representative - State Farm Agent Team Member

Katie Martin - State Farm Agent; Bellbrook (OH); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

License reimbursement

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Katie Martin - State Farm Agent is seeking an Account Representative to grow the agency through meaningful customer relations and proactive marketing of relevant products and services.

You will develop leads, schedule appointments, build trusted relationships, and provide prompt, friendly service while supporting sales and retention. The role offers a competitive salary, benefits, flexible schedule, PTO, training, and opportunities for advancement within a small, supportive team.

Qualifications

• Experience in sales (outside sales or inside sales representative, retail sales or telemarketing)
• 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 and able to anticipate needs

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 including inquiries about product availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
• Promote successful and long-lasting customer relations.

Skills

Sales experience

Customer relationships

Communication skills

Customer service

Interpersonal skills

Job description

Benefits:

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

ABOUT OUR AGENCY:

I opened my agency in 2014 and currently lead a team of two. Before becoming a State Farm agent, I worked at State Farm Corporate. I'm also a second-generation State Farm agent (my dad and brother are both agents), so serving customers has always been part of my life.

Giving back is important to our agency. Each year, we support a local family or charity during the holiday season as a way to make a positive impact in our community.

Our agency offers health benefits, a 401(k), PTO, paid holidays, your birthday off, and opportunities to earn trips, gift cards, additional PTO, and bonuses based on performance. We believe in recognizing hard work and celebrating success.

Our culture is friendly, family-oriented, and goal-driven. I'm looking for someone who is trustworthy, reliable, and motivated to succeed. If you're willing to take the blueprint, work hard, and achieve your goals, we'd love to meet you.

ROLE DESCRIPTION:

As an Account Representative for Katie Martin - 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.