Account Representative - State Farm Agent Team Member

Kevin Lei - State Farm Agent; Mountain View (CA); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Simple IRA

Hiring bonus

Bonus based on performance

Competitive salary

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Kevin Lei - State Farm Agent is seeking an Account Representative to support daily operations and grow the agency through meaningful customer relations. You will act as a liaison between customer needs and agency departments, providing information about insurance products and services and assisting with policy applications and renewals.

Ideal candidates are attentive, sociable, and sales-minded, with strong communication skills and the ability to multitask.

Qualifications

• Experience in customer service or sales preferred.
• Communication and interpersonal skills required.
• Bilingual Mandarin or Spanish 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 skills

Interpersonal skills

Multitasking

Customer service experience

Bilingual Mandarin or Spanish

Job description

Benefits

• Simple IRA
• Hiring bonus
• Bonus based on performance
• Competitive salary
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

About our agency

Our agency opened in 2026 and is a growing team of two with plans to expand. Before becoming a State Farm agent, I worked with another insurance company, bringing valuable industry experience and a strong customer-focused approach into the agency. I attended UC Davis and am married with two kids. I enjoy staying active, love sports, and spend as much time outdoors as possible. For our team, we offer paid holidays, PTO, health benefits, a Simple IRA, and a hiring bonus to support your success and growth. Our office culture is energetic, supportive, and growth-focused. We’re looking for someone who is coachable, hardworking, and a true team player - someone who is motivated, manages their time well, and is ready to grow with a new and expanding agency.

Role description

As Account Representative - State Farm Agent Team Member for Kevin Lei - 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.
• Bilingual Mandarin or Spanish preferred.