Account Representative - State Farm Agent Team Member

Mysantafeagent; Santa Fe (NM); On-site; USD 42,000 - 68,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Competitive salary

Flexible schedule

Free food & snacks

Opportunity for advancement

Paid time off

Training & development

Job summary

Michelle Cole Insurance Agency Inc is seeking an Insurance Staff in Santa Fe to support daily operations and customer success. You will help grow the Santa Fe agency through meaningful customer relations and act as a liaison between customer needs and agency departments.

You will assist with life, auto, and home insurance products, handle applications, renewals, and endorsements, and complete licensing requirements to solicit and service State Farm products.

Qualifications

• Strong communication and interpersonal skills.
• Detail-oriented with the ability to multitask.
• Experience in customer service or sales preferred.
• Must complete licensing requirements to solicit and service State Farm products.

Responsibilities

• Provide clear information about State Farm Insurance products, focusing on life insurance first, then auto and home/renters insurance.
• Assist customers with policy applications, renewals, and endorsements.
• Conduct needs-based interviews in the agent’s office to tailor coverage.
• Handle customer inquiries promptly and maintain accurate records of interactions.
• Support the agent’s marketing efforts to grow the agency.
• Ensure quality service to all State Farm policyholders.

Skills

Communication skills

Interpersonal skills

Multitasking

Customer service experience

Sales experience

Job description

Benefits

• 401(k) matching
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Free food & snacks
• Opportunity for advancement
• Paid time off
• Training & development

As a valued Insurance Staff member at Michelle Cole Insurance Agency Inc, you play a vital role in daily operations and customer success. You will help grow our Santa Fe agency through meaningful customer relations and act as a liaison between customer needs and agency departments. Your efforts improve the lives of customers by proactively marketing relevant State Farm Insurance products and services.

Responsibilities

• Provide clear information about State Farm Insurance products, focusing on life insurance first, then auto and home/renters insurance.
• Assist customers with policy applications, renewals, and endorsements.
• Conduct needs-based interviews in the agent’s office to tailor coverage.
• Handle customer inquiries promptly and maintain accurate records of interactions.
• Support the agent’s marketing efforts to grow the agency.
• Ensure quality service to all State Farm policyholders.

Qualifications

• Strong communication and interpersonal skills.
• Detail-oriented with the ability to multitask.
• Experience in customer service or sales preferred.
• Must complete licensing requirements to solicit and service State Farm products.

This opportunity is with Michelle Cole Insurance Agency Inc, a State Farm agent, not State Farm Insurance Companies.

Thank you,
Michelle Cole, Agent
Michelle Cole Insurance Agency Inc
6640 Cerrillos Rd Ste A, Santa Fe NM 87507
Phone: [phone]
Email: [e-mail]