Account Representative - State Farm Agent Team Member

State Farm Agent; Pleasanton (CA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Parental leave

Training & development

401(k)

Bonus based on performance

Company parties

Competitive salary

Flexible schedule

Job summary

AJ Abdelkhalek - State Farm Agent in Pleasanton, CA is seeking an Account Representative to grow our agency through meaningful customer relations and helping meet client needs with insurance and financial products.

You will develop leads, schedule appointments, provide prompt service, and maintain relationships while promoting products to support customers’ protection and financial goals. The role emphasizes customer care and sales in a busy office.

Qualifications

• Experience in sales, outside or inside, preferred.
• Experience in managing customer relationships preferred.
• Interest in marketing products and services based on customer needs.
• Strong written, verbal, and listening communication.
• Dedicated to customer service.
• Able to anticipate customer needs.
• Able to effectively relate to customers.
• Property & Casualty license is required.

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, claims, and billing clarification.
• Promote successful and long-lasting customer relations.

Skills

Sales experience

Customer service

Communication skills

Relating to customers

Education

Property & Casualty license

Job description

Replies within 24 hours

Benefits

• Opportunity for advancement
• Paid time off
• Parental leave
• Training & development
• 401(k)
• Bonus based on performance
• Company parties
• Competitive salary
• Flexible schedule

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 AJ Abdelkhalek - 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.

Compensation: $55,000.00 - $75,000.00 per year

Seeking Currently Licensed Applicants Only

We are a very busy office and are looking for our next great team member. This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. If you want to work in an environment that is fun, challenging, and rewarding, then AJ Abdelkhalek - State Farm Agent may be the right fit for you!

About Our Agency

• We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, Health Insurance, and Renters Insurance.
• Our office is located in 4307 Valley Ave. Ste. C. Pleasanton CA and 146 E. Iowa Ave. Sunnyvale CA..
• I have been a State Farm agent since 2011.
• Additional languages spoken: Spanish and Punjabi

If you want a career, not a job, then we encourage you to apply.

State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.