Account Representative - State Farm Agent Team Member

Dave Milloy; Lake Oswego (OR); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Simple IRA

License reimbursement

Opportunities for advancement

Paid time off

Training & development

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

Dave Milloy State Farm Agent in Long Beach, CA seeks an Account Representative for a remote position to grow the agency through meaningful customer relations and by aligning customer needs with agency services.

As a team member, you will assist with policy applications, renewals, and inquiries while maintaining accurate records. The role emphasizes communication, accountability, and service excellence in a professional, business-casual environment.

Qualifications

• Communication and interpersonal skills.
• Detail-oriented and able to multitask.
• Experience in customer service or sales preferred.

Responsibilities

• Provide information about insurance products and services.
• Assist customers with policy applications and renewals.
• Handle customer inquiries and provide timely responses.
• Maintain accurate records of customer interactions.

Skills

Communication

Interpersonal skills

Multitasking

Customer service

Job description

Benefits:

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

ABOUT OUR AGENCY:

I opened my agency in 2014 and currently lead a team of five. Before opening the agency, I worked for Prudential Bank and later in construction. I'm a graduate of Cal State Long Beach, enjoy hunting, training dogs, and spending time on my farm, and family is an important part of my life.

Our agency is built on professionalism, respect, and doing right by our customers. We believe in treating people the way we'd want to be treated and creating an environment where everyone can succeed.

Our agency offers a Simple IRA, licensing reimbursement, PTO, paid holidays, and an annual performance bonus. We believe in rewarding hard work and supporting our team's long-term success.

Our culture is professional, business casual, and team-oriented. I'm looking for someone who is hardworking, accountable, and enjoys working with others. If you're a team player who takes ownership of your work and values integrity, we'd love to meet you.

ROLE DESCRIPTION:

As Account Representative - State Farm Agent Team Member for Dave Milloy - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.

Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.

RESPONSIBILITIES:

• Provide information about insurance products and services.
• Assist customers with policy applications and renewals.
• Handle customer inquiries and provide timely responses.
• Maintain accurate records of customer interactions.

QUALIFICATIONS:

• Communication and interpersonal skills.
• Detail-oriented and able to multitask.
• Experience in customer service or sales preferred.

This is a remote position.