Account Representative - State Farm Agent Team Member

Vladtheagent; San Marcos (CA); Hybrid; USD 45,000 - 61,000; Full time

Benefits offered by this job

Bonus based on performance

Free food & snacks

Opportunity for advancement

Paid time off

401(k) matching

Job summary

Trifunovic Insurance and Financial Services - State Farm Agent is seeking an Account Representative in San Marcos, CA. This full-time role focuses on serving clients, processing claims, and proactively marketing products to protect clients’ needs.

You will grow the agency through meaningful client relations, maintain detailed records, and coordinate with internal teams to issue policies in a timely manner. A P&C license is a bonus, with solid opportunities for advancement and benefits.

Qualifications

• Excellent communication and active listening to explain concepts clearly.
• Strong organizational skills and meticulous record-keeping.
• Willingness to learn and grow in sales and insurance knowledge.
• Bonus points for holding a Property and Casualty license.

Responsibilities

• Guide clients through policy changes and inquiries to keep coverage aligned with life events.
• Process insurance claims with empathy and urgency, guiding clients through stressful situations.
• Educate clients about relevant products and services to protect what they love.
• Maintain accurate client records and coordinate with underwriters for timely policy issuance.

Skills

Exceptional Communication

Attention to Detail

Growth Mindset

Job description

Account Representative - State Farm Agent Team Member

Full Time in San Marcos - CA

• Bonus based on performance
• Free food & snacks
• Opportunity for advancement
• Paid time off
• 401(k) matching

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.

How You Will Make an Impact

Guide Our Clients Assist with policy changes and inquiries, ensuring their coverage evolves as their lives change (like buying a car or starting a business).

Be the Calm in the Storm Process insurance claims with empathy and urgency, guiding clients through stressful situations.

Educate & Protect Proactively market relevant products and services. Please note Sales plays a major role in this position, focused on empowering clients to protect what they love.

Manage Relationships Maintain accurate, detailed client records so we never miss a beat when they need us.

Collaborate for Success Act as the vital liaison between customers and internal departments, coordinating with underwriters for timely policy issuance.

What You Bring to the Table

Exceptional Communication You are an active listener who can explain complex concepts in simple, reassuring terms.

Attention to Detail You have strong organizational skills because, in our industry, details make all the difference.

Growth Mindset You are eager to learn the business, grow your sales skills, and build a lucrative, impactful career.

Bonus Points An active Property and Casualty (P&C) License is a huge plus.

Compensation $4,000.00 - $5,500.00 per month

Join a community of good neighbors

Make a difference in your community every day.

Gain confidence and grow your dream career.

Earn benefits and rewards that are second to none