Account Representative - State Farm Agent Team Member

Michael Cason - State Farm Agent; Fort Mitchell (KY); On-site; USD 35,000 - 55,000; Full time

Benefits offered by this job

Simple IRA

License reimbursement

Bonus based on performance

Competitive salary

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Michael Cason - State Farm Agent is seeking an Account Representative to grow the agency through proactive customer relations and acting as a liaison between customers and agency departments. You will improve the lives of customers by marketing relevant products and services.

Responsibilities include developing leads, scheduling appointments, building relationships, and delivering prompt, friendly service across inquiries about product availability, coverages, policy changes, transfers, and

Qualifications

• Experience in sales preferred.
• Experience in managing customer relationships preferred.
• Interest in marketing products and services based on customer needs.
• Strong communication skills (written, verbal, listening).
• Dedicated to customer service.
• Able to anticipate customer needs.
• Able to relate effectively 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 on product availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
• Promote successful and long-lasting customer relations.

Job description

Benefits:

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

ABOUT OUR AGENCY:

I opened my agency in 2019 and currently lead a team of five. Before becoming a State Farm agent, I worked as a financial advisor and remain passionate about helping individuals and families make informed decisions about their financial future. I hold an MBA, maintain securities licenses, and enjoy helping customers create plans that protect what matters most.

My wife is also a State Farm agent, and we began our agency journeys on the same day. Together, we operate two agencies that work very closely together, creating a unique and collaborative environment with the resources and support of a larger team while maintaining the close-knit feel of a family business.

Community involvement is a major priority for me. I am actively involved with organizations including DCCH Children's Home, Gateway Community & Technical College, and the Kentucky Symphony. I also serve on the Saint Elizabeth Healthcare Foundation Board and participate in the Northern Kentucky Horizon Fund. Giving back and supporting the community are core values of our agency.

Our culture is built around family, teamwork, and high performance. We are a sales-driven organization that works hard, supports one another, and celebrates success together. I'm looking for someone who is motivated, ambitious, and eager to create opportunities for themselves.

ROLE DESCRIPTION:

As an Account Representative for Michael Cason - 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.