Account Representative - State Farm Agent Team Member

ana cervantes - State Farm Agent

Riverside (CA)

On-site

USD 42,000 - 65,000

Full time

14 days+
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Benefits offered by this job

Opportunity for advancement
Paid time off
Parental leave
Training & development
401(k) matching
Bonus based on performance
Competitive salary

Job summary

Ana Cervantes - State Farm Agent is seeking an Account Representative to grow the agency through strong customer relations and proactive marketing of relevant products and services. You will serve as a liaison between customer needs and agency departments to support daily operations and drive success.

You will develop leads, schedule appointments, identify customer needs, and maintain relationships while delivering prompt, friendly service.

Qualifications

  • Experience in sales 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.

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 relationship management
Marketing based on customer needs
Communication skills
Customer service oriented
Anticipate customer needs
Relate to customers effectively
Property & Casualty license

Job description

Benefits:
  • Opportunity for advancement
  • Paid time off
  • Parental leave
  • Training & development
  • 401(k) matching
  • Bonus based on performance
  • 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 Ana Cervantes - 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.
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