Account Representative - State Farm Agent Team Member

Jeff Marks - State Farm Agent; Pinole (CA); On-site; USD 52,000 - 70,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Paid time off

Training & development

Job summary

Jeff Marks State Farm Agency is seeking an Account Representative to support daily operations and build strong relationships with customers. You will help grow the agency by aligning customer needs with appropriate products and services.

The role emphasizes proactive marketing, excellent service, and collaboration with agency departments to ensure customer satisfaction and loyalty. This full-time position offers a client-focused environment in Pinole, California.

Qualifications

• Experience in sales and managing customer relationships is preferred.
• Interest in marketing products and services based on customer needs.
• Licensing in property & casualty and life/health or ability to obtain licenses.

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, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
• Promote successful and long-lasting customer relations.

Skills

Sales experience

Customer relationships

Marketing products

Licensing (P&C & Life)

Job description

Benefits:

• 401(k) matching
• Bonus based on performance
• Paid time off
• Training & development

ROLE DESCRIPTION:

As Account Representative for Jeff Marks State Farm Agency, 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.
• Be property and casualty & life accident & Health license or be able to obtain these licenses