Account Representative - State Farm Agent Team Member

Ngoc Phung - State Farm Agent; Santa Ana (CA); On-site; USD 38,000 - 65,000; Full time

Benefits offered by this job

Hiring Bonus

Simple IRA

Health insurance

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

Ngoc Phung - State Farm Agent in Santa Ana seeks an Account Representative to grow the agency through meaningful customer relations and by aligning customer needs with our products and services.

You will develop leads, schedule appointments, provide prompt service, and support long-term relationships while pursuing licensing and professional growth within a supportive, drama-free team environment.

Qualifications

• Experience in sales, either inside or outside.
• Ability to manage customer relationships and needs.
• Interest in marketing products to fit customer needs.
• Strong written and verbal communication skills.
• Commitment to delivering excellent customer service.
• Willingness to obtain required insurance licensing.

Responsibilities

• Develop leads, schedule appointments, identify customer needs and market products.
• Establish customer relationships and follow up as needed.
• Provide prompt, accurate, and friendly service across inquiries and policy changes.
• Promote long-lasting customer relations and growth for the agency.

Skills

Sales experience

Customer relationships

Marketing interest

Communication skills

Customer service

Licensing willingness

Job description

Benefits

• Hiring Bonus
• Simple IRA
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Bonus based on performance
• Competitive salary
• Flexible schedule

ABOUT OUR AGENCY

I opened my agency in 2016 and currently lead a team of four. My State Farm journey began in college when I worked part-time as a team member before building my career as a personal banker and eventually returning to open my own agency. Outside of work, I'm a parent of two young children and enjoy animals, plants, being outdoors, and relaxing with my family.

Our agency offers health benefits, a Simple IRA, paid holidays, vacation time, and a strong commitment to work-life balance. We want our team members to have the opportunity to grow professionally, maximize their earning potential, and enjoy a rewarding long-term career.

Our culture is straightforward, respectful, and drama-free. We get along well, work together to provide great service, and stay focused on achieving our goals. I'm looking for someone who is sincere, patient, considerate, and team-oriented, with the motivation to help our agency grow while reaching their own professional and financial goals.

ROLE DESCRIPTION

As Account Representative for Ngoc Phung - 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.
• Willingness to obtain licensing.