Account Representative - State Farm Agent Team Member

Mike Potter - State Farm Agent; Boca Raton (FL); On-site; USD 40,000 - 56,000; Full time

Benefits offered by this job

License reimbursement

Health insurance

Advancement opportunities

Paid time off

Training & development

401(k) matching

Performance bonus

Competitive salary

Job summary

Mike Potter - State Farm Agent is seeking an Account Representative in Boca Raton, FL to grow the agency through proactive customer engagement and targeted product marketing. You will build relationships with clients, schedule appointments, and identify needs to tailor suitable insurance solutions.

The role emphasizes teamwork, ongoing training, and performance-based bonuses within a supportive, growth-oriented environment.

Qualifications

• Experience in sales preferred.
• Experience in managing customer relationships preferred.
• Interest in marketing products and services based on customer needs.
• Strong written communication skills.
• Strong verbal communication skills and attentive listening.
• Dedicated to customer service and anticipating needs.
• Ability to relate to customers effectively.

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 handling product availability, coverages, policy changes, transfers, claims, and billing questions.
• Promote long-lasting customer relations and trust.

Skills

Sales experience

Customer relationship management

Marketing products

Written communication

Verbal communication

Active listening

Customer service

Job description

Benefits:

• License reimbursement


• Health insurance


• Opportunity for advancement


• Paid time off


• Training & development


• 401(k) matching


• Bonus based on performance


• Competitive salary

ABOUT OUR AGENCY:

I opened my agency in 2017 and currently lead a team of seven. Before becoming a State Farm agent, I worked in sports management and was looking for a career that offered greater flexibility while still allowing me to help people and build a successful business.

Our agency is built around teamwork and celebrating success together. We believe in recognizing hard work, supporting one another, and creating an environment where everyone has the opportunity to grow.

We offer a 401(k) with employer match, a health stipend, licensing reimbursement, bonus opportunities beyond commission, Friday team lunches, and celebrations for hitting goals - including early office closings. We believe in rewarding hard work while maintaining a positive, enjoyable workplace.

Our culture is highly team-oriented, and I'm looking for someone who is ambitious, fearless, and brings a can-do attitude every day. If you're motivated to grow, enjoy working with people, and want to be part of a team that pushes each other to succeed, we'd love to meet you.

ROLE DESCRIPTION:

As an Account Representative for Mike Potter - 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.