Account Representative - State Farm Agent Team Member

Cathystart; Union City (CA); On-site; USD 25,003 - 35,610; Part time

Benefits offered by this job

Growth potential

Opportunity to advance to full-time position with benefits

Job summary

Cathystart is looking for a part-time Account Representative in Union City, CA, to enhance client experiences in an insurance agency. The ideal candidate will have strong customer service skills and will work closely with the Agent to promote State Farm products.

Responsibilities include establishing customer relationships, providing accurate information on insurance options, and addressing inquiries proactively. Candidates must hold a Property and Casualty License, with a preference for those with a Life and Health License. The position offers growth potential and an opportunity for advancement.

Qualifications

• Dedicated to customer service.
• Able to effectively relate to a customer.
• Excellent communication skills to assist customers.
• Ability to work independently and as part of a team.

Responsibilities

• Establish customer relationships and follow up as needed.
• Provide prompt, accurate, and friendly customer service.
• Educate customers about insurance options using a needs-based review process.
• Communicate efficiently to meet customer needs while promoting business.

Skills

Customer service

Communication skills

Problem-solving

Knowledge of insurance products

Education

Property and Casualty License

Life and Health License

Job description

Future Opening: Account Representative - State Farm Agent Team Member

Part Time • Union City - CA

ROLE DESCRIPTION:

As a Customer Account Representative, you will generate the kind of exceptional client experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you an ideal fit. You will work with Agent to promote State Farm products and services and to achieve agency goals. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support.

RESPONSIBILITIES:

• Establish customer relationships and follow up with customers as needed.
• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions and billing clarification.
• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Use exemplary communication to efficiently meet the needs of customers while promoting the development of our business.

QUALIFICATIONS:

• Dedicated to customer service.
• Able to effectively relate to a customer, answer their questions, and anticipate their needs.
• Excellent communication skills to assist customers and coordinate with other agency team members.
• Proactive in problem-solving
• Ability to work independently and as part of a team.
• Knowledge of insurance products and services.
• Required: Property and Casualty License
• Preferred: Life and Health License (must be able to obtain)

BENEFITS:

• Growth potential/Opportunity for advancement within my office
• Opportunity to advance to full-time position with benefits (medical allowance, PTO, sick days)

Compensation: $22.00 per hour

My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.We are located in Union City, CA and help customers with their insurance and financial services needs, including:

• Home insurance
• Life insurance

State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.