Account Representative - State Farm Agent Team Member

Joetamm; Greenfield (WI); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Health insurance

Opportunity for advancement

Paid time off

Training & development

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

License Reimbursement

Job summary

Joe Tamm - State Farm Agent is seeking an Account Representative to drive growth through strong customer relations and proactive marketing of insurance and financial services.

The role focuses on developing leads, handling inquiries, and maintaining high levels of customer satisfaction while aligning products with client needs.

Qualifications

• Experience in sales (outside or inside) is preferred.
• Experience in managing customer relationships is preferred.
• Interest in marketing products and services based on customer needs.
• Excellent written and verbal communication skills.
• Dedicated to delivering superior customer service.
• Ability to anticipate and relate to customer needs.

Responsibilities

• Develop leads, schedule appointments, identify customer needs, and market products and services to meet those needs.
• Establish customer relationships and follow up with customers as needed.
• Provide prompt, accurate, and friendly customer service, including inquiries about product availability, coverages, changes, transfers, claims, and billing.
• Promote long-lasting customer relations and trust with clients.

Skills

Sales experience

Customer relationship management

Marketing instinct

Communication skills

Customer service mindset

Needs anticipation

Interpersonal skills

Education

Property & Casualty license

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

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 Joe Tamm - 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.