Account Representative - State Farm Agent Team Member

Kyle Fadeley - State Farm Agent; Charlotte (NC); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Simple IRA

License reimbursement

Health insurance

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Competitive salary

Job summary

Kyle Fadeley - State Farm Agent in Charlotte seeks an Account Representative to grow the agency through meaningful customer relationships and proactive product marketing. You will identify needs, propose appropriate coverages, and support clients with timely service.

You will handle inquiries, build trust, and promote insurance products while coordinating with agency teams to ensure seamless policy management and a positive client experience in the local community.

Qualifications

• Experience in sales (outside sales or inside sales representative, retail sales, telemarketing) preferred.
• Experience in managing customer relationships preferred.
• Interest in marketing products and services based on customer needs.
• Strong written, verbal, and listening communication skills.
• Dedicated to customer service.
• Ability to anticipate customer needs.
• Ability to effectively relate to customers.

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

Skills

Sales experience

Customer relationships

Marketing products

Communication skills

Customer service

Needs anticipation

Relating to customers

Job description

Benefits

• Simple IRA
• License reimbursement
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Bonus based on performance
• Competitive salary

About Our Agency

I opened my agency in 1996 and currently lead a team of seven. My career has been shaped by two major experiences - serving in the Marine Corps and then building my career with State Farm. I also hold a four-year degree in Finance and Economics, am married with three children, and am an avid snowboarder.

Giving back to our community is important to us, and our agency proudly supports and sponsors local sports teams throughout the area.

We offer health benefits, a Simple IRA, licensing reimbursement, paid holidays, and 120 hours of PTO starting out, with flexibility in how you choose to use your time off. We believe in working hard while making sure our team has time for life outside of the office.

Our culture is professional but down-to-earth, friendly, and fun. We enjoy team outings, cookouts, swimming, and spending time together outside of work, all while maintaining a professional and welcoming office environment.

I'm looking for someone who presents themselves professionally, enjoys working with others, and wants to be part of a close-knit team. Candidates should live within approximately 10 miles or 20 minutes of the office.

Role Description

As an Account Representative for Kyle Fadeley - 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.