Account Representative - State Farm Agent Team Member

Brianbrecklin; Town of Brookfield (WI); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Job summary

Brianbrecklin is seeking an Account Representative - State Farm Agent Team Member to enhance business operations and customer success. In this role, you will build client relations and connect customer needs with agency departments to improve lives with insurance products.

You will provide essential information regarding services, assist with applications and renewals, and promptly respond to client inquiries, all while maintaining accurate records. Join us to grow your career while positively impacting the community.

Qualifications

• Strong communication and interpersonal skills.
• Detail-oriented and able to multitask.
• Experience in customer service or sales preferred.

Responsibilities

• Provide information about insurance products and services.
• Assist clients with policy applications and renewals.
• Handle client inquiries and provide timely responses.
• Maintain accurate records of client interactions.

Skills

Strong communication and interpersonal skills

Detail-oriented

Multitasking ability

Customer service experience

Sales experience

Job description

Benefits

• Bonus based on performance
• Competitive salary
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Training & development

About Our Agency

Our office culture is the cornerstone of our success, with a dynamic and enjoyable work environment where we prioritize hiring individuals who bring positive energy and contribute to our team's collective greatness. Our dedicated team of 6 full-time and 6 part-time agency members combines over 100 years of collective insurance experience and we strive to create a work environment that feels like family.

Brian, our agency leader, is a long-time resident of southeastern Wisconsin, and has served the Brookfield, WI area and neighboring communities as a trusted State Farm Agent since 2003. With a Bachelor of Business Administration from the University of Wisconsin-Milwaukee and professional designations of CLU and ChFC, he brings a deep understanding of insurance and financial services.

We’re looking for someone who wants more than just a job. If you’re motivated by purpose, value teamwork, and want to make a positive impact—we’d love to meet you!

Role Description

As Account Representative - State Farm Agent Team Member for Brian Brecklin - 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.

Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.

Responsibilities

• Provide information about insurance products and services.
• Assist clients with policy applications and renewals.
• Handle client inquiries and provide timely responses.
• Maintain accurate records of client interactions.

Qualifications

• Strong communication and interpersonal skills.
• Detail-oriented and able to multitask.
• Experience in customer service or sales preferred.