Account Representative - State Farm Agent Team Member

Calldavidwong; Mill Valley (CA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Advancement

Paid time off

Training & development

Performance bonus

Competitive salary

401(k)

Job summary

David Wong - State Farm Agent in Mill Valley, CA is seeking an Account Representative who will be vital to daily operations, building strong customer relationships and promoting State Farm products.

The role emphasizes lead development, scheduling, and servicing inquiries, with a focus on delivering prompt, accurate service and ensuring customer satisfaction through proactive marketing.

Qualifications

• Experience in sales preferred.
• Experience in managing customer relationships preferred.
• Interest in marketing products and services based on customer needs.
• Strong written and verbal communication.
• Dedicated to customer service.
• Able to anticipate customer needs.
• Able to effectively relate to customers.
• Property & Casualty license must be obtained.

Responsibilities

• Develop leads, schedule appointments, identify customer needs, and market products and services.
• Establish customer relationships and follow up with customers.
• Provide prompt, accurate, and friendly customer service.
• Promote successful and long-lasting customer relations.

Skills

Sales experience

Customer relationships

Communication skills

Customer service oriented

Anticipate customer needs

Relate to customers

Education

Property & Casualty license (Must Obtain)

Job description

Benefits:

• Opportunity for advancement
• Paid time off
• Training & development
• Bonus based on performance
• Competitive salary
• 401(k)

Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents are independent contractors that market State Farm Insurance and financial services products.

ROLE DESCRIPTION:

As Account Representative for David Wong - 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 (Must Obtain)