Account Representative - State Farm Agent Team Member

State Farm; Yukon (OK); On-site; USD 42,000 - 64,000; Full time

Job summary

Cal Kiburz State Farm seeks a Growth Experience Specialist to guide new customers through their first six months, welcoming them and helping with policy needs while building lasting relationships.

The role also includes prospecting, managing customer campaigns, uncovering insurance and financial needs, generating referrals, and creating opportunities for the sales team. Apply if you enjoy a fast-paced, outcome-driven environment.

Qualifications

• Personable and organized, proactive communicator able to guide new customers.
• Experience with onboarding and retention activities in a client-focused role.
• Able to convert service conversations into sales opportunities.

Responsibilities

• Own the onboarding experience for new customers during their first six months.
• Conduct proactive onboarding and retention calls.
• Assist customers with policy questions and service tasks.
• Learn about families to identify additional insurance needs.
• Pivot conversations to Life and Health insurance opportunities.
• Identify financial needs and schedule IPS appointments.
• Generate referrals and coordinate warm transfers to the sales team.
• Run outbound calls and agency campaigns while tracking touchpoints.
• Maintain accurate customer and opportunity data in systems.

Skills

Prospecting

Relationship building

Outbound calls

Onboarding experience

Tools

CRM software

Job description

Growth Experience Specialist

Customer Onboarding | Relationship Development | Sales Support

Full-Time | Cal Kiburz State Farm

We're looking for a personable, organized, proactive communicator to join our team as a Client Growth Experience Specialist.

In this role, you'll help guide new customers through their first six months with our agency. You'll welcome them, help with policy needs, conduct onboarding conversations, build relationships, and look for additional ways our agency can help protect them and their family.

But this isn't a traditional customer-service position.

You'll also spend a significant part of your day prospecting, working customer campaigns, uncovering insurance and financial needs, generating referrals, and creating opportunities for our sales team.

What You'll Do

You'll be responsible for:

• Owning the onboarding experience for new customers during their first six months with our agency
• Conducting proactive onboarding and retention calls
• Helping new customers with policy questions, service tasks, and follow-up needs
• Learning about customers and their families to identify additional insurance needs
• Naturally pivoting everyday conversations into Life and Health insurance opportunities
• Identifying financial needs and helping schedule Insurance & Financial Services (IPS) appointments
• Asking for and generating customer referrals
• Identifying Auto and Fire opportunities and creating warm transfers to our sales team
• Making outbound calls and working agency campaigns
• Following structured customer touchpoints and completing assigned tasks
• Helping identify and address early retention concerns
• Keeping accurate customer and opportunity information in our systems

What Success Looks Like

This is a high-activity, measurable position.

You'll have clear expectations around outbound calls, customer conversations, sales-team transfers, Life and Health opportunities, referrals, appointments, and customer onboarding.

We provide the process, training and coaching. We're looking for someone who brings the effort, organization and willingness to have conversations.

You May Be a Great Fit If You...

• Genuinely enjoy talking with people
• Are comfortable spending significant time on the phone
• Are organized and good at following through
• Can manage several customers and priorities at once
• Are naturally curious and enjoy learning about people
• Can recognize an opportunity and confidently ask another question
• Are comfortable transitioning from a service conversation into a sales conversation
• Enjoy having measurable goals
• Take coaching well and want to improve
• Like helping customers while also contributing to the growth of the business

We're looking for someone who can build trust, listen well, ask good questions, and recognize when there is an opportunity to help a customer further.

If you're great with people, comfortable on the phone, organized, proactive, and interested in developing skills in insurance, financial services, customer relationships and sales, we'd like to meet you.

Compensation & Licensing

This position offers base compensation plus individual and team performance-based bonus opportunities.

Insurance licensing is required to fully perform the position, but you do not need to already be licensed to apply.

We'll help the right candidate understand the licensing and training process.