Account Representative - State Farm Agent Team Member

Kevin Beach - State Farm Agent; San Diego (CA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Hiring bonus

Opportunity for advancement

Paid time off

Training & development

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

Kevin Beach - State Farm Agent in San Diego is seeking an Account Representative to grow the agency through customer relations and marketing of relevant products and services.

The role emphasizes building relationships, understanding customer needs, and delivering friendly service while supporting the agency's growth and community presence.

Qualifications

• Experience in sales (outside or inside sales, retail, or telemarketing) preferred.
• Experience in managing customer relationships preferred.
• Interest in marketing products and services based on customer needs.
• Strong written, verbal, and listening communication skills.
• Dedicated to customer service.
• Ability to anticipate customer needs.
• Ability to relate effectively to customers.

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.

Job description

Benefits

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

ABOUT OUR AGENCY

I opened my agency in 2017 and currently lead a team of 10. Insurance has always been a part of my life as a second-generation State Farm agent. Before opening my own agency, I worked as a team member for my father, gaining valuable experience and learning firsthand what it takes to build a successful business.

I attended Baylor University and am a proud father of two boys. Family comes first in our household, and outside of work I enjoy sports and competition. I’m naturally competitive and bring that same drive and energy into the agency every day.

Our agency offers PTO, paid holidays, a 401(k), work-life balance, and a hiring bonus. We believe in rewarding hard work while providing opportunities for personal and professional growth.

Our culture is energetic, fast-paced, and fun. We have a younger team that enjoys working hard, supporting one another, and celebrating success together. I’m looking for self-starters with an entrepreneurial mindset—people who want more than just a job and are motivated to build something meaningful. In fact, I love helping team members develop toward their own agency ownership goals if that’s part of their long-term vision.

If you’re ambitious, driven, and excited about creating opportunities for yourself, this could be a great fit for you.

ROLE DESCRIPTION

As an Account Representative for Kevin Beach - 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.