Account Representative - State Farm Agent Team Member

George Ottoson - State Farm Agent; San Dimas (CA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Bonus based on performance

Advancement opportunities

Paid time off

Training & development

Competitive salary

Job summary

Ottoson Insurance & Financial Services Inc. is seeking an Account Representative to drive customer engagement and sales within a State Farm independent contractor agency. You will build relationships, identify needs, and market relevant insurance and financial products to clients.

Role emphasizes proactive customer service, lead development, and collaboration across agency departments to enhance client satisfaction and retention.

Qualifications

• Experience in sales and managing customer relationships.
• Interest in marketing products and services.
• Excellent written and verbal communication.
• Strong customer-service mindset.
• Able to anticipate customer needs.
• Able to relate to customers effectively.

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 relationships

Marketing oriented

Communication skills

Customer service

Needs anticipation

Interpersonal skills

Education

Property & Casualty license

Job description

Benefits:

• Bonus based on performance
• Opportunity for advancement
• Paid time off
• Training & development
• 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 Ottoson Insurance & Financial Services Inc., 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.