Account Representative - State Farm Agent Team Member

Rebekah Shapiro Gonzalez - State Farm Agent; Petaluma (CA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Hiring bonus

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Rebekah Shapiro Gonzalez - State Farm Agent in Petaluma, CA is seeking an Account Representative to grow client relationships and support daily operations. You will help identify client needs, present relevant insurance products, and serve as a liaison between customers and agency departments.

The role emphasizes sales, customer service, and community engagement with a friendly, team‑oriented culture. A bilingual Spanish speaker is preferred; training and development are provided to advance your

Qualifications

• Experience in sales or client-facing roles.
• Strong customer service mindset and communication.
• Ability to identify client needs and present solutions.
• Ability to manage relationships and follow up with clients.
• Spanish language skills preferred.

Responsibilities

• Develop leads and schedule appointments; market products to meet client needs.
• Establish and maintain customer relationships; follow up as needed.
• Provide prompt, helpful customer service including product availability, coverages, changes, billing, and transfers.
• Promote long-term customer relations and retention.

Skills

Sales experience

Customer service

Communication skills

Relationship management

Spanish preferred

Job description

Benefits:

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

ABOUT OUR AGENCY:

I opened my agency in 2010 after previously working for another State Farm agent. I'm married with three children, a proud dog owner, and family is at the center of everything I do. Building lasting relationships with customers and creating a positive workplace for my team are two of my biggest priorities.

Giving back to the community is an important part of our agency. I'm active in Rotary, involved with Scouting America, support the Girl Scouts, and enjoy participating in local initiatives that make a positive impact.

Our agency offers a 401(k), group health insurance, a gym membership, ongoing personal and professional development, and a strong commitment to work-life balance. We believe in supporting our team members both inside and outside the office.

Our culture is built on integrity, compassion, and teamwork. I'm looking for someone who is driven, caring, and passionate about helping others. If you have a strong work ethic, a positive attitude, and want to make a meaningful impact while growing your career, we'd love to meet you.

ROLE DESCRIPTION:

As an Account Representative for Rebekah Shapiro Gonzalez - 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.
• Bilingual Spanish preferred.