Account Representative - State Farm Agent Team Member

Keiko Mcinally - State Farm Agent; Lakewood (CA); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

License Paid by Agency

Bonus based on performance

Competitive salary

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Job summary

Keiko Mcinally - State Farm Agent in California seeks an Account Representative to support daily operations and customer success. You will help grow the agency through meaningful customer relations and cross-selling insurance products.

The role emphasizes building lasting relationships, identifying client needs, and delivering prompt, friendly service. Prior sales or customer service experience is preferred, with bilingual Spanish a plus.

Qualifications

• Experience in sales (outside sales or inside sales representative, retail sales, or telemarketing) preferred.
• Experience in managing customer relationships preferred.
• Interest in marketing products and services based on customer needs.
• Strong written, verbal, and listening communication skills.
• Dedicated to customer service and helping customers.
• Ability to anticipate customer needs and relate to customers.

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 about product availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing questions.
• Promote successful and long-lasting customer relations.

Skills

Sales experience

Customer service

Communication skills

Bilingual Spanish

Relationship building

Job description

Benefits:

• License Paid by Agency


• Bonus based on performance


• Competitive salary


• Flexible schedule


• Opportunity for advancement


• Paid time off


• Training & development

ABOUT OUR AGENCY:

I opened my agency in 2022 and currently lead a team of four. Before becoming a State Farm agent, I worked in fashion PR and later gained firsthand insurance experience working with my father, who is also a State Farm agent. I’m proud to be a third-generation State Farm agent and a graduate of Gonzaga University and Mater Dei High School.

Giving back is important to me, and I’ve been a RAD Camp volunteer since 2008. That same focus on relationships and helping others is an important part of our agency.

We offer CalSavers, flexible scheduling, training programs, weekly development meetings, bonus opportunities, and a strong commitment to work-life balance. We also love recognizing great performance through fun incentives, including our “Spin the Wheel” with gift cards and cash prizes.

Our culture is fun, competitive, and focused on growth. I’m looking for someone who is a positive, loyal self-starter with a thirst for knowledge and a desire to keep improving. If you enjoy friendly competition, want to be rewarded for your hard work, and are excited to grow with a supportive team, we’d love to meet you.

ROLE DESCRIPTION:

As Account Representative for Keiko Mcinally - 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.