Client-Focused Insurance Account Specialist

State Farm Agent; Phoenix (AZ); On-site; USD 32,000 - 52,000; Full time

Job summary

State Farm is seeking a dedicated Account Representative in Phoenix, AZ to assist customers with insurance and financial services needs. You will explain coverage options, prepare quotes, and process policy changes while supporting the agent and team to achieve office goals.

The role emphasizes strong communication, client relationship building, and proactive outreach to maintain exceptional service. This is a full-time on-site position with a focus on delivering a positive customer experience.

Qualifications

• Strong account management and customer service skills to handle policies and client relationships.
• Effective communication skills, both verbal and written, with active listening.
• Sales skills to identify needs and present solutions to support office production goals.
• Ability to learn new products, systems, and procedures and help others understand them.
• Comfort with technology and office software, attention to detail, problem-solving, and goal orientation.
• Experience in insurance or financial services is helpful but not required.
• High school diploma or equivalent; licenses may be required by state regulations.

Responsibilities

• Respond to inquiries from current and prospective customers.
• Manage customer accounts and handle billing and policy documentation.
• Ensure timely follow-up on leads and collaborating with the agent to meet office goals.
• Participate in sales and marketing activities and build relationships with clients.
• Support office operations to deliver high-quality service.

Skills

Account Management

Customer Service

Communication

Sales

Training

Education

High school diploma or equivalent

Property & Casualty or Life & Health license (preferred)

Job description

State Farm is seeking a dedicated Account Representative in Phoenix, AZ to assist customers with insurance and financial services needs. You will explain coverage options, prepare quotes, and process policy changes while supporting the agent and team to achieve office goals.

The role emphasizes strong communication, client relationship building, and proactive outreach to maintain exceptional service. This is a full-time on-site position with a focus on delivering a positive customer experience.