Account Representative - State Farm Agent Team Member

The Bermudez Agency; Houston, Northern (TX, KY); Hybrid; USD 37,000 - 45,000; Full time

Benefits offered by this job

License reimbursement

Health insurance

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

The Bermudez Agency in Houston is seeking an Account Representative to support daily operations for a growing State Farm agency. You will help grow the agency by developing leads, building strong customer relationships, and acting as a liaison between customer needs and agency departments.

You will proactively market relevant products and services, maintain high service standards, and pursue opportunities for advancement within a collaborative team environment.

Qualifications

• Experience in sales (inside/outside) or similar roles.
• Experience managing customer relationships is preferred.
• Interest in marketing products based on customer needs.
• Strong written and verbal communication skills.
• Commitment to delivering excellent customer service.
• Ability to anticipate customer needs and respond proactively.
• Licensure: Property & Casualty license required.

Responsibilities

• Develop leads, schedule appointments, identify needs, and market products to meet them.
• Establish and nurture customer relationships with follow-ups.
• Provide prompt, accurate, and friendly customer service for inquiries and policy changes.
• Promote long-lasting customer relations and trust.

Skills

Sales experience

CRM

Communication skills

Customer service

Anticipate customer needs

Education

Property & Casualty license

Job description

Account Representative - State Farm Agent Team Member

Full Time in Houston - TX

Replies within 24 hours

Responsive recruiter Replies within 24 hours

Benefits

• License Reimbursement
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Bonus based on performance
• Competitive salary
• Flexible schedule

ABOUT OUR AGENCY

Our agency opened in 2022 and is a growing team of two, focused on building a strong foundation and delivering great service to our customers. Before becoming a State Farm agent, I spent nearly 10 years in the automotive industry. I was introduced to the agency opportunity through a close friend who is also an agent, and it’s been an exciting path into business ownership.

I’m a proud spouse and dog owner, and I place a high value on maintaining a healthy work-life balance for myself and for our team. We stay connected to the community by supporting organizations like the Houston Food Bank and looking for ways to give back locally.

For our team, we offer 12 days of PTO, a health stipend, reimbursement for licensing costs, and a great office location in a mid-rise building that provides a professional and comfortable work environment.

Our office culture is focused on growth, accountability, and opportunity. We’re looking for someone who is motivated, disciplined, and ready to work hard to build a successful career while being part of a supportive and growing team.

ROLE DESCRIPTION

As Account Representative for Alberto Bermudez - 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.

Compensation $37,000.00 - $45,000.00 per year