Account Representative - State Farm Agent Team Member

Lexi Goza - State Farm Agent; Miami (FL); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

License reimbursement

Health insurance

Opportunity for advancement

Paid time off

Training

Development

Vision insurance

401(k)

Bonus based on performance

Competitive salary

Dental insurance

Flexible schedule

Job summary

Lexi Goza - State Farm Agent is seeking an Account Representative to support daily operations and customer success. You will develop leads, nurture relationships, and act as a liaison between customer needs and agency services, helping clients with policy options and billing questions.

Training is provided, and no insurance experience is required; we welcome motivated individuals who excel in a fast-paced, collaborative setting and want opportunities for advancement within a people-focused

Qualifications

• Sales experience in outside or inside roles is preferred.
• Experience in managing customer relationships is preferred.
• Interest in marketing products and services based on customer needs.
• Strong written, verbal and listening communication skills.
• Committed to delivering excellent customer service.
• Ability to anticipate customer needs and respond effectively.
• Ability to relate well to diverse customers.

Responsibilities

• Develop leads, schedule appointments, identify customer needs, and market products and services.
• Establish and follow up with customer relationships as needed.
• Provide prompt, accurate, and friendly customer service including inquiries on coverage and billing.
• Promote long-lasting customer relations through proactive engagement.

Skills

Sales experience

Customer relationship management

Marketing orientation

Communication skills

Customer service dedication

Needs anticipation

Interpersonal skills

Job description

Benefits:

• License reimbursement
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Vision insurance
• 401(k)
• Bonus based on performance
• Competitive salary
• Dental insurance
• Flexible schedule

ABOUT OUR AGENCY:

I opened my agency in 2019 and currently lead a team of 10. Before becoming an agent, I worked for State Farm Corporate. My passion for insurance began after being involved in a car accident, which inspired me to learn everything I could about helping others protect what matters most.

Giving back to our community is at the heart of what we do. I serve as Chair of the MDGLCC Women's Empowerment Committee, am an active member of the Miami-Dade LGBT Chamber of Commerce, and our agency is proud to be an NGLCC LGBTBE Certified Business. We believe in supporting and strengthening the communities we serve.

Our agency offers health, dental, and vision insurance, a 401(k), licensing costs paid up front, professional development, opportunities for career growth and advancement, and a strong commitment to work-life balance. We believe in investing in our team's success from day one.

Our culture is fast-paced, collaborative, and focused on delivering exceptional service. I'm looking for someone who is reliable, motivated, thrives in a busy environment, and enjoys helping others. Insurance experience is not required - we're happy to train the right person with the drive to learn and grow.

ROLE DESCRIPTION:

As an Account Representative for Lexi Goza - 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.