Account Representative - State Farm Agent Team Member

Mark Miklautsch - State Farm Agent

Cincinnati (OH)

On-site

USD 35,000 - 55,000

Full time

5 days ago
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Benefits offered by this job

Birthday's OFF
401(k) matching
Bonus based on performance
Competitive salary
Paid time off

Job summary

Mark Miklautsch State Farm Agency in Cincinnati, OH, seeks an Inside Sales / Customer Service Representative to help customers with insurance needs and grow relationships. Join a team that values service, communication, and opportunity for professional growth.

The role blends service and sales across State Farm product lines, with a focus on building trust, answering questions, and delivering a positive experience for our customers.

Qualifications

  • You genuinely enjoy helping people.
  • You're a great communicator.
  • You listen before you recommend.
  • You're comfortable with both service and sales.
  • You're organized and dependable.
  • You're coachable.
  • You're motivated by goals.
  • You're a team player.

Responsibilities

  • Answer incoming customer calls and assist with insurance-related questions and service needs.
  • Build relationships with existing customers and provide a consistent, positive experience.
  • Review customer accounts and identify potential coverage needs and opportunities.
  • Conduct needs-based conversations across multiple State Farm product lines.
  • Provide quotes and discuss available insurance options with customers.
  • Follow up with customers and prospective customers by phone, text, and email.
  • Identify opportunities to deepen customer relationships through additional products and services.
  • Assist with policy changes, documentation, billing questions, and general account servicing.
  • Schedule appointments for additional insurance and financial-services conversations when appropriate.
  • Maintain accurate customer records and complete follow-up activities.
  • Participate in ongoing training, coaching, and professional development.
  • Work with the entire agency team to achieve customer service and office growth goals.

Job description

Benefits:
  • Birthday's OFF
  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
  • Paid time off
Inside Sales / Customer Service Representative – State Farm Agent Team Member

Mark Miklautsch State Farm Agency

Location: 5636 Springdale Rd., Cincinnati, OH 45251

About Our Agency

For more than 20 years, I have been a State Farm Agent, growing our agency to two locations and a large, successful team.

We've built a winning, goal-oriented culture centered around taking great care of our customers, developing our team, and consistently striving to be one of the top-performing State Farm offices in Ohio.

As we continue to grow, we're looking for an Inside Sales / Customer Service Representative who enjoys helping people, building relationships, solving problems, and recognizing opportunities to better protect our customers.

If you're positive, dependable, coachable, and looking for an opportunity to grow professionally, you may be a great fit for our team.

You May Be a Great Fit If:
  • You genuinely enjoy helping people. You want customers to feel like they have someone they can count on when they call our office.
  • You're a great communicator. You're comfortable talking with customers over the phone, asking questions, and explaining information clearly.
  • You listen before you recommend. You take time to understand what's going on in a customer's life and help identify options that fit their needs.
  • You're comfortable with both service and sales. You understand that great customer service can naturally lead to conversations about additional ways we may be able to help.
  • You're organized and dependable. You follow through, pay attention to details, and take ownership of customer needs.
  • You're coachable. You're open to feedback and want to continually improve your communication, insurance knowledge, and sales skills.
  • You're motivated by goals. You enjoy knowing what's expected of you and working with your team to achieve results.
  • You enjoy being part of a team. You're willing to jump in, help others, and contribute to a positive office culture.
What You'll Do

This is an inside sales and customer service position, so your day will include a combination of helping our existing customers and identifying opportunities to grow those relationships.

Your responsibilities will include:
  • Answer incoming customer calls and assist with insurance-related questions and service needs.
  • Build relationships with existing customers and provide a consistent, positive experience.
  • Review customer accounts and identify potential coverage needs and opportunities.
  • Conduct needs-based conversations across multiple State Farm product lines.
  • Provide quotes and discuss available insurance options with customers.
  • Follow up with customers and prospective customers by phone, text, and email.
  • Identify opportunities to deepen customer relationships through additional products and services.
  • Assist with policy changes, documentation, billing questions, and general account servicing.
  • Schedule appointments for additional insurance and financial-services conversations when appropriate.
  • Maintain accurate customer records and complete follow-up activities.
  • Participate in ongoing training, coaching, and professional development.
  • Work with the entire agency team to achieve customer service and office growth goals.
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