Account Representative - State Farm Agent Team Member

Jim Rottkamp - State Farm Agent; Stamford (CT); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

License reimbursement

Opportunity for advancement

Paid time off

Training & development

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

Jim Rottkamp - State Farm Agent in Stamford, CT is seeking an Account Representative to support daily operations and customers. You will grow the agency through meaningful customer relations and act as a liaison between customer needs and agency departments, proactively marketing relevant products and services.

The role emphasizes developing leads, building relationships, and delivering prompt, friendly service to meet client needs and enhance satisfaction.

Qualifications

• Experience in sales is preferred.
• Experience in managing customer relationships preferred.
• Interest in marketing products and services based on customer needs.
• Strong written, verbal, and listening communication skills.
• Dedicated to customer service and anticipating customer needs.
• Able to relate to customers effectively.

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 including inquiries about product availability, eligibility, coverages, policy changes, transfers, claims, and billing clarification.
• Promote successful and long-lasting customer relations.

Skills

Sales experience

Customer service

Communication skills

Relationship management

Marketing mindset

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 agency in 2001 and currently lead a close-knit team of three. Before becoming an agent, I worked internally with State Farm, giving me valuable experience and a strong foundation for agency ownership. We also have a yellow Lab who spends time in the office and is an important part of the team.

Our agency offers a 401(k), licensing reimbursement, and a strong commitment to work-life balance. We believe in giving our team the tools and flexibility they need to be successful.

Our culture is relaxed, trusting, and team-oriented. I'm not a micromanager - I believe in giving people the freedom to do their jobs and trusting them to follow through. I'm looking for a go-getter who takes initiative, gets the job done, and works well with everyone. If you're dependable, self-motivated, and enjoy being part of a close-knit team, we'd love to meet you.

ROLE DESCRIPTION

As an Account Representative for Jim Rottkamp - 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.