Account Representative - State Farm Agent Team Member

Chris Buich; Santa Cruz (CA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

License reimbursement

Advancement opportunities

Paid time off

Training & development

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

Chris Buich - State Farm Agent in Santa Cruz, CA is seeking an Account Representative to grow the agency through meaningful customer relations and proactive marketing of relevant products and services.

You will build leads, schedule appointments, establish relationships, and provide prompt, friendly service, while contributing to a high-volume, high-activity team.

The role offers a supportive culture with licensing reimbursement, 401(k), paid time off, and opportunities for advancement.

Qualifications

• Experience in sales (outside sales or inside sales representative, retail sales associate, or telemarketing).
• 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.

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 products

Communication

Customer service

Anticipate needs

Relate to customers

Job description

Benefits:

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

ABOUT OUR AGENCY:

I opened my first agency in 2009 and today lead 17 team members across three agencies. Before becoming a State Farm agent, I worked as a General Sales Manager in the automotive industry, where I developed a strong background in sales and leadership. I'm a UC Santa Barbara graduate, grew up in the Santa Monica area, have three children, and enjoy traveling and training Brazilian Jiu-Jitsu.

Giving back is a big part of what we do. Each year, we provide scholarship funds to help two students from lower-income families access educational opportunities. We also support Christmas in the Park, local food banks, and youth sports teams.

Our agency offers a 401(k), paid time off, paid holidays, licensing reimbursement, and a strong commitment to work-life balance. We also invest in our culture through an annual BBQ, team-building activities, and two planning conferences each year.

Our environment is high-volume, high-activity, and high-achieving, while still maintaining a close-knit, family atmosphere. I'm looking for someone who is self-driven, motivated, and ready to achieve. We value a growth mindset and people who want to improve by 1% every day. If you know what you want and are willing to work for it, we'd love to help you grow.

ROLE DESCRIPTION:

As an Account Representative for Chris Buich - 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.