Account Representative - State Farm Agent Team Member

Cathy Start - State Farm; Union City (CA); On-site; USD 45,000 - 65,000; Full time

Job summary

State Farm Agent Cathy P. Start in Union City, CA is seeking a motivated Account Representative to deliver exceptional service and drive tailored insurance solutions. This on-site role combines sales and service, focusing on building relationships and identifying client needs.

You will handle policy updates, inquiries, and underwriting submissions while supporting agency growth and client retention in a fast-paced environment.

Qualifications

• Strong communication and relationship-building skills.
• Sales-oriented with a customer-first approach.
• Positive attitude and adaptability to change.
• Strong problem-solving and attention to detail.
• Ability to work independently and as part of a team.

Responsibilities

• Provide exceptional customer service and sales support to clients.
• Cross-sell and up-sell insurance products.
• Assist clients in understanding coverage options and selecting appropriate policies.
• Respond to inquiries regarding eligibility, coverage, claims, billing, and account information.
• Process policy updates and maintain accurate client records.
• Prepare and submit insurance applications to underwriting.
• Follow up with clients to ensure satisfaction and retention.
• Adapt to evolving processes, systems, and business needs to support team and customer success.
• Assist agent with Agency growth and goals.

Skills

Communication

Relationship building

Sales mindset

Problem solving

Team player

Job description

ROLE DESCRIPTION

We are seeking a motivated and customer-focused Account Representative to join our team. As Account Representative for State Farm Agent Cathy P. Start, you will be vital to our daily business operations and customers' success.

This role combines sales and service, requiring someone who can build strong relationships, identify customer needs, and provide tailored insurance solutions while delivering an outstanding client experience.

This role requires you to be on-site at our office in Union City, CA.

KEY RESPONSIBILITIES

• Provide exceptional customer service and sales support to new and existing clients
• Proactively identify opportunities to cross-sell and up-sell insurance products
• Assist clients in understanding coverage options and selecting appropriate policies
• Respond to inquiries regarding eligibility, coverage, policy changes, claims, billing, and account information
• Process policy updates and maintain accurate client records
• Prepare and submit insurance applications to underwriting
• Follow up with clients to ensure satisfaction and retention
• Adapt to evolving processes, systems, and business needs to support team and customer success
• . Assist agent with Agency growth and goals

QUALIFICATIONS

• Strong communication and relationship-building skills
• Sales-minded with a customer-first approach
• Positive attitude with the ability to thrive in a changing environment
• Strong problem-solving skills and attention to detail
• Ability to work independently and as part of a team

REQUIREMENTS

• Active Property & Casualty (P&C) license
• Must be able to obtain a Life & Health insurance license (Agent will pay for license education)

PREFERRED QUALIFICATIONS

• Previous experience in sales, customer service, or insurance

ADDITIONAL INFORMATION

This is a team member position with an independent contractor agent of State Farm. All team members must pass a background check and meet company approval requirements.