Account Representative - State Farm Agent Team Member

Eric Casey - State Farm Agent; Wauwatosa (WI); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

License reimbursement

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Eric Casey - State Farm Agent is seeking an Account Representative to support daily operations and customer success. You will grow the agency through customer relations and coordinate between clients and agency teams.

You will proactively market relevant products, respond to inquiries, and help build long-term relationships with policyholders while delivering friendly, responsive service in a fast-paced environment.

Qualifications

• Experience in sales or customer-facing roles is preferred.
• Strong ability to manage customer relationships and build trust.
• Interest in marketing products and services based on customer needs.
• Excellent written and verbal communication; active listening.
• Dedicated to delivering superior customer service.
• Ability to anticipate customer needs and respond proactively.
• Ability to relate effectively to diverse customers.

Responsibilities

• Develop leads, schedule appointments, identify customer needs, and market products and services to meet those needs.
• Establish customer relationships and follow up with customers as needed.
• Provide prompt, accurate, and friendly customer service, including inquiries on product availability, coverages, policy changes, transfers, and billing.
• Promote successful and long-lasting customer relations.

Skills

Sales experience

Customer relationships

Marketing mindset

Communication skills

Customer service

Anticipate needs

Relate to customers

Job description

Benefits:

• License reimbursement
• 401(k)
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

About our agency:

I opened my agency in 2002 and currently lead a team of two. Before becoming a State Farm agent, I worked in wholesale sales. I've been married for 24 years, have two sons, and enjoy coaching their sports teams. Outside of work, you'll usually find me outdoors or out on the water boating with my family.

Giving back to the community is important to me. Our agency proudly supports local youth sports teams and enjoys investing in the communities we serve.

For our team, we offer health benefits, a 401(k), PTO, paid holidays, licensing reimbursement, and a strong commitment to work-life balance. We believe in supporting our team while creating a rewarding, long-term career.

Our culture is relaxed, family-first, and built on trust. I don't believe in micromanaging - I believe in hiring great people, treating customers the right way, and giving my team the freedom to do their job well. If you're hardworking, dependable, and value both great customer service and work-life balance, we'd love to meet you.

Role description:

As an Account Representative for Eric Casey - 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.