Account Representative - State Farm Agent Team Member

Daniel Holstein - State Farm Agent; Metairie (LA); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Licensing paid by agency

Disability insurance

Life insurance

Opportunity for advancement

Paid time off

Training & development

Vision insurance

Bonus based on performance

Competitive salary

Dental insurance

Flexible schedule

Job summary

Daniel Holstein - State Farm Agent in Metairie, LA is seeking an Account Representative to support daily operations and customer success. You will grow our agency through meaningful customer relations and act as a liaison between customer needs and agency departments.

You’ll proactively market relevant products and services, develop leads, schedule appointments, and build lasting relationships with clients while delivering prompt, friendly service in a friendly team environment.

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.

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.

Skills

Sales experience

Customer relationships

Marketing products

Communication skills

Customer service

Anticipate customer needs

Relate to customers

Job description

Benefits

• Licensing paid by agency
• Disability insurance
• Life insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Vision insurance
• Bonus based on performance
• Competitive salary
• Dental insurance
• Flexible schedule

ABOUT OUR AGENCY::

I opened my agency in 2021 and currently lead a close-knit team of five. Before becoming an agent, I worked as a State Farm team member myself, giving me firsthand experience with the role and an understanding of what it takes to build a successful career in the industry.

We enjoy staying involved in our community and sponsor several local races and festivals each year, including events connected with Mardi Gras, the Greek Festival, and Oktoberfest. We also make time to enjoy each other as a team, including taking a day off together for a team meal and other activities.

Our agency offers 12 days of PTO during your first year, with additional PTO as your tenure grows, a $50,000 term life insurance policy, short-term disability coverage, dental and vision insurance, licensing costs paid up front, and a strong commitment to work-life balance.

Our culture is built around five core values: integrity, personal accountability, enthusiastically solving problems, continuously learning and growing, and looking for opportunity in every situation and conversation. I'm looking for someone who lives those values, cares about others, and wants to grow both personally and professionally.

ROLE DESCRIPTION:

As an Account Representative for Daniel Holstein - 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.