Account Representative - State Farm Agent Team Member

Michael Daka - State Farm Agent; Newtown (PA); On-site; USD 35,000 - 62,000; Full time

Benefits offered by this job

License Reimbursement

Simple IRA

Health insurance

Advancement opportunities

Paid time off

Training & development

Performance bonus

Competitive salary

Flexible schedule

Job summary

Michael Daka - State Farm Agent in Newtown, PA seeks an Account Representative to strengthen customer relationships and grow the agency through proactive service and targeted outreach. You will help match clients with appropriate insurance and financial products while supporting a collaborative team.

The role emphasizes strong communication, service excellence, and ongoing licensing development to enable career growth within a supportive community-focused agency.

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.
• Willingness to obtain Property & Casualty license.

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

Communication skills

License readiness

Team player

Job description

Benefits:

• License Reimbursement
• Simple IRA
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Bonus based on performance
• Competitive salary
• Flexible schedule

ABOUT OUR AGENCY:

I opened my agency in 2020 and currently lead a close-knit team of three. Before becoming a State Farm agent, I spent 11 years in the financial services and banking industry, bringing a strong background in helping people make informed financial decisions. I'm a graduate of Temple University's Fox School of Business, married, and a proud dad to a wonderful daughter.

We enjoy staying connected to our community and finding opportunities to support the people and organizations around us.

Our agency offers health benefits, a SIMPLE IRA, paid time off, licensing reimbursement, professional coaching and development, and a strong commitment to work-life balance. We also offer the State Farm Agent Aspirant Program for team members interested in developing toward future agency ownership.

Our culture is relaxed, positive, and focused on growth. We've created a great environment where team members can enjoy coming to work while continuing to develop professionally. I'm looking for someone who is highly motivated, ready to learn, and excited to build a rewarding career with a supportive team.

ROLE DESCRIPTION:

As Account Representative for Michael Daka - 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.
• Willingness to obtain Property & Casualty license.