ACQUISITION SPECIALIST - STATE FARM AGENT TEAM MEMBER

Durand Insurance & Financial Services

Gaithersburg (MD)

On-site

USD 45,000 - 65,000

Full time

41 hours ago
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Job summary

State Farm Agent Team Member in Gaithersburg seeks a bilingual Client Account Representative to deliver outstanding service, manage policy changes, and identify cross-sell opportunities. You will build lasting relationships with customers while ensuring accurate account servicing and compliance with all regulations.

Ideal candidates are fluent in English and Spanish, possess strong communication skills, and have a customer-service mindset.

Qualifications

  • Fluent in English and Spanish (spoken and written).
  • Communication and problem-solving skills.
  • Self-motivated with a positive attitude and strong work ethic.
  • Sales or customer service experience preferred.
  • Ability to handle high-stress situations calmly.

Responsibilities

  • Build and maintain strong customer relationships through exceptional service.
  • Assist customers with policy changes, billing questions, claims support, and account servicing.
  • Conduct policy reviews to ensure customers have the coverage that best fits their needs.
  • Educate customers about State Farm insurance and financial service products.
  • Identify opportunities to cross-sell and recommend additional products based on customer needs.
  • Follow up with customers regarding quotes, renewals, and outstanding requests.
  • Process customer requests accurately and maintain detailed account records.
  • Work collaboratively with the agency team to achieve individual and office goals.
  • Maintain compliance with State Farm guidelines and insurance regulations.

Skills

Bilingual
Communication
Problem-solving
Sales experience
Customer service

Job description

Acquisition Specialist - State Farm Agent Team Member

Full Time in Gaithersburg

Role Description

Bilingual (English, Spanish) Sales Team Member

As a Client Account Representative of State Farm with Christian Durand - State Farm Agent, you will be the point of contact for many of our customers, providing outstanding service and building lasting relationships. You will assist clients with their insurance needs by answering questions, servicing existing policies, processing account changes, and identifying opportunities to recommend additional State Farm products and services. Success in this role requires excellent communication skills, attention to detail, and a passion for helping people protect what matters most.

We look forward to connecting with customer focused, empathetic professionals who are passionate about helping others and delivering exceptional service. If you're motivated, relationship driven, and eager to grow your career, we'd love to hear from you.

Responsibilities
  • Build and maintain strong customer relationships through exceptional service.
  • Assist customers with policy changes, billing questions, claims support, and account servicing.
  • Conduct policy reviews to ensure customers have the coverage that best fits their needs.
  • Educate customers about State Farm insurance and financial service products.
  • Identify opportunities to cross-sell and recommend additional products based on customer needs.
  • Follow up with customers regarding quotes, renewals, and outstanding requests.
  • Process customer requests accurately and maintain detailed account records.
  • Work collaboratively with the agency team to achieve individual and office goals.
  • Maintain compliance with State Farm guidelines and insurance regulations.
Qualifications
  • Fluent in English and Spanish (spoken and written).
  • Communication and problem-solving skills.
  • Self-motivated with a positive attitude and strong work ethic.
  • Sales or customer service experience preferred.
  • Ability to handle high-stress situations calmly.

Property & Casualty and/or Life & Health insurance license preferred or willingness to obtain after hire.

Compensation $45,000.00 - $65,000.00 per year

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