Account Representative - State Farm Agent Team Member

Tim Bush - State Farm Insurance Agent; Newport Beach (CA); On-site; USD 52,000 - 60,000; Full time

Benefits offered by this job

Paid time off

Signing bonus

401(k) matching

Competitive salary

Job summary

Tim Bush - State Farm Agent is seeking an Account Representative in Newport Beach, CA to support daily operations and drive customer success. You will grow the agency through meaningful customer relations and act as a liaison among customer needs and agency departments, while proactively marketing relevant products and services.

The role emphasizes customer service, relationship building, and cross-selling insurance and financial services.

Qualifications

• Experience in sales (outside, inside, retail or telemarketing) preferred.
• Experience in managing customer relationships preferred.
• Interest in marketing products and services based on customer needs.

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, coverages, changes, transfers, claims and billing.

Skills

Sales experience

Customer relationships

Marketing products

Communication skills

Customer service

Licensed P&C

Job description

Benefits:

• Paid time off
• Signing bonus
• 401(k) matching
• Competitive salary

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 Tim Bush - 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.