Account Representative - State Farm Agent Team Member

Julie Schuld; Bradley (IL); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Health insurance

401(k)

Paid time off

Bonus based on performance

Flexible schedule

Advancement opportunities

Training & development

Competitive salary

Job summary

Julie Schuld, a State Farm Agent, is seeking an Account Representative to support daily operations and help grow the agency through customer relations and cross-department collaboration.

You will proactively market relevant products and services, build strong client relationships, and serve customers with insurance and financial services guidance.

Qualifications

• Experience in sales is preferred.
• Experience in managing customer relationships preferred.
• Interest in marketing products and services based on customer needs.
• Strong written and verbal communication skills.
• Dedicated to customer service.
• Ability to anticipate customer needs.
• Ability to relate well to customers.
• Bilingual Spanish preferred.

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

Customer service

Bilingual Spanish

Job description

Benefits

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

ABOUT OUR AGENCY

I opened my agency in 1986 after beginning my State Farm career in health claims. With my dad also having been a State Farm agent, I had the opportunity to see the impact of agency ownership firsthand and knew I wanted to build an agency of my own.

Staying connected to our community is important to us, and our agency participates in local events and outreach opportunities throughout the year - typically every other month.

We offer health benefits, a 401(k), paid time off, and a strong commitment to work-life balance. We believe in creating an environment where people can enjoy their careers while having opportunities to grow and succeed.

Our culture is positive, team-oriented, and genuinely happy. We enjoy working together, celebrate birthdays and successes, and help one another along the way. I'm looking for someone who is ambitious, hungry to succeed, positive, and motivated by earning potential. Someone who enjoys engaging with customers, takes initiative, and is excited to help customers with both insurance and financial services will thrive on our team.

ROLE DESCRIPTION

As an Account Representative for Julie Schuld - 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.
• Bilingual Spanish preferred.