Account Representative - State Farm Agent Team Member

Kay Patel - State Farm Agent; Frisco (TX); On-site; USD 37,000 - 52,000; Full time

Benefits offered by this job

License reimbursement

Health insurance

Advancement

PTO

Training

401(k)

Performance bonus

Competitive salary

Flexible schedule

Job summary

Kay Patel - State Farm Agent in Frisco, TX is seeking an Account Representative to join a collaborative, growth‑minded team. You will develop leads, schedule appointments, identify customer needs, and market relevant products and services to meet those needs.

You will establish customer relationships and provide prompt, accurate, and friendly service, supporting cross‑department collaboration to help customers achieve their insurance and financial goals.

Qualifications

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

Responsibilities

• Develop leads, schedule appointments, identify customer needs, and market products and services.
• Establish customer relationships and follow up with customers.
• 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 relationships

Marketing products

Communication skills

Customer service

Anticipate customer needs

Relate to customers

Job description

Benefits:

• License reimbursement


• Health insurance


• Opportunity for advancement


• Paid time off


• Training & development


• 401(k)


• Bonus based on performance


• Competitive salary


• Flexible schedule

ABOUT OUR AGENCY:

I opened my agency in 2005 and currently lead a team of seven. Before joining State Farm, I worked in the mutual funds industry before being recruited to become an agent. I attended college in California and enjoy traveling, hiking, cooking, and finding the balance between working hard and having fun.

Giving back to the community is important to me. Our agency supports local women's organizations and enjoys participating in community events throughout the year.

Our agency offers health benefits, a 401(k), licensing reimbursement, and a strong commitment to work-life balance. We believe in creating a supportive environment where our team can grow and succeed.

Our culture is upbeat, collaborative, and fun. We work in a brand-new open-concept office where music is always playing, everyone pitches in, and we enjoy celebrating successes together. I'm looking for someone who is a self-starter, coachable, positive, and enjoys working as part of a team. If you bring a can-do attitude and a great personality, you'll fit right in.

ROLE DESCRIPTION:

As an Account Representative for Kay Patel - 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.