Account Representative - State Farm Agent Team Member

Dan Schmidt - State Farm Agent; Buffalo (NY); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

Dan Schmidt - State Farm Agent is seeking a motivated Insurance Account Representative in Buffalo, NY. The role involves maintaining client relations, assisting with policy applications, and providing necessary information about insurance products.

The ideal candidate will have strong communication skills, be detail-oriented, and preferably have experience in customer service or sales. A current NYS Property and Casualty License is required for this position, along with an enthusiasm for teamwork and achieving results.

Qualifications

• Strong communication and interpersonal skills are essential.
• Detail-oriented and capable of multitasking effectively.
• Experience in customer service or sales is preferred.
• Must possess a current NYS Property and Casualty License.

Responsibilities

• Provide information about insurance products and services.
• Assist clients with policy applications and renewals.
• Handle client inquiries and provide timely responses.
• Maintain accurate records of client interactions.

Skills

Strong communication and interpersonal skills

Detail-oriented

Multitasking

Customer service experience

Sales experience

Education

NYS Property and Casualty License

NYS Life, Accident, and Health (preferred)

Job description

Benefits

• Opportunity for advancement
• Paid time off
• Training & development
• Bonus based on performance
• Competitive salary
• Flexible schedule

ABOUT OUR AGENCY

Our agency is built on consistency, accountability, and creating an environment where people can succeed while enjoying the process. We’re a team that values hard work, ownership, and showing up every day ready to get the job done.

We keep things engaging and rewarding throughout the year. From January through March, we run a promotion with prizes and opportunities to earn extra PTO. We also enjoy weekly rewards like lunch from local restaurants, fun in-office competitions, and even small daily workouts to keep energy high. Starbucks surprises are a regular treat, and our annual off‑site fall planning meeting includes meaningful speakers and team‑building activities.

Our office culture is driven, fun, and team‑oriented. We’re looking for someone who can take ownership of their role - someone reliable, consistent, and self‑motivated who can work independently and contribute to a team that works hard and enjoys winning together.

ROLE DESCRIPTION

As an Insurance Account Representative for The Dan Schmidt Agency, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.

We believe great results come from consistency and teamwork. Our office offers ongoing sales challenges and recognition programs that reward effort, activity, and performance. New hires can take advantage of fast‑start incentives, while experienced team members have opportunities to earn cash bonuses, gift cards, extra paid time off, and ongoing recognition for exceeding expectations.

RESPONSIBILITIES

• Provide information about insurance products and services.
• Assist clients with policy applications and renewals.
• Handle client inquiries and provide timely responses.
• Maintain accurate records of client interactions.

QUALIFICATIONS

• Strong communication and interpersonal skills.
• Detail‑oriented and able to multitask.
• Experience in customer service or sales preferred.
• Current NYS Property and Casualty License required.
• Current NYS Life, Accident, and Health preferred.