Account Representative - State Farm Agent Team Member

Cal Kiburz; Yukon, Northern (OK, KY); Hybrid; USD 35,000 - 55,000; Full time

Job summary

Cal Kiburz in Yukon, OK is seeking an Account Representative - State Farm Agent Team Member to guide new customers through their first six months, welcome them, help with policy needs, and conduct onboarding conversations. This role combines client onboarding with outbound prospecting, campaigns, uncovering life, health, and other insurance opportunities, referrals, and warm transfers to the sales team.

Join a high-activity, measurable role with base pay and performance-based bonuses; licensing

Qualifications

• Strong verbal communication and active listening.
• Organizational skills with ability to manage multiple tasks.
• Willingness to pursue insurance licensing.

Responsibilities

• Own onboarding for new customers in first six months.
• Conduct proactive onboarding and retention calls.
• Identify insurance needs and schedule IPS appointments.
• Generate referrals and support sales team with transfers.
• Maintain accurate customer data in systems.

Skills

People skills

Organized

Phone sales

Relationship building

Education

Insurance licensing

Tools

CRM software

Job description

Account Representative - State Farm Agent Team Member

Full Time in Yukon - OK

Growth Experience Specialist

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.

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.

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 $35,000.00 - $55,000.00 per year

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