Account Representative - State Farm Agent Team Member

Trifunovic Insurance and Financial Services - State Farm Agent; San Marcos (CA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Free food & snacks

Opportunity for advancement

Paid time off

Parental leave

Profit sharing

Training & development

Flexible schedule

Job summary

Trifunovic Insurance and Financial Services - State Farm Agent is seeking an Account Representative to support business operations and client success in San Marcos, California. This role involves building client relationships, marketing insurance products, and assisting with policy management. Ideal candidates should possess strong communication skills and experience in customer service or sales. The position offers a competitive salary and numerous benefits, including training and development opportunities.

Qualifications

• Strong communication and interpersonal skills required.
• Detail-oriented and able to multitask necessary.
• Customer service or sales experience preferred.

Responsibilities

• Provide information about insurance products and services.
• Assist clients with policy applications and renewals.
• Handle client inquiries and provide timely responses.
• Maintain accurate records of client interactions.

Skills

Strong communication and interpersonal skills

Detail-oriented

Multitasking

Customer service experience

Sales experience

Job description

Benefits

• Bonus based on performance
• Competitive salary
• Free food & snacks
• Opportunity for advancement
• Paid time off
• Parental leave
• Profit sharing
• Training & development
• Flexible schedule

Role Description

As Account Representative - State Farm Agent Team Member for Trifunovic Insurance and Financial Services - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.

Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.

Responsibilities

• Provide information about insurance products and services.
• Assist clients with policy applications and renewals.
• Handle client inquiries and provide timely responses.
• Maintain accurate records of client interactions.

Qualifications

• Strong communication and interpersonal skills.
• Detail-oriented and able to multitask.
• Experience in customer service or sales preferred.