Account Representative - State Farm Agent Team Member

Shannon Purmalis - State Farm Agent; Costa Mesa (CA); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Paid time off

Training & development

Job summary

Shannon Purmalis - State Farm Agent in Costa Mesa, CA is seeking an Account Representative to grow the agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You will improve the lives of customers by proactively marketing relevant products and services.

You will develop leads, schedule appointments, identify customer needs, and provide excellent service to help meet those needs, while maintaining strong customer relationships and

Qualifications

• Experience in sales (outside sales or inside sales representative, retail sales).
• Experience in managing customer relationships preferred.
• Interest in marketing products and services based on customer needs.
• Excellent written, verbal, and listening communication skills.
• Dedicated to customer service.
• Able to anticipate customer needs.
• Able to effectively relate to customers.
• Property & Casualty license required.

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.

Skills

Sales experience

Customer relationship management

Marketing products

Communication skills

Customer service

Anticipate customer needs

Relate to customers

Property & Casualty license

Job description

Benefits

• Bonus based on performance


• Competitive salary


• Paid time off


• Training & development

Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents are independent contractors that market State Farm Insurance and financial services products.

Role Description

As Account Representative for Shannon Purmalis - 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.


• Property & Casualty license.