Insurance Account Representative | Growth & Customer Care

Alex Mutch - State Farm Agent; San Ramon (CA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Retirement plan with employer match

Health insurance

Advancement opportunities

Paid time off

Training & development

Bonuses

Competitive salary

Flexible schedule

Job summary

Alex Mutch State Farm Agency in San Ramon, CA is seeking a motivated Account Representative to help customers with their insurance needs while building lasting relationships and growing the business.

This full-time role offers comprehensive training, a steady flow of opportunities, and support from an experienced team. If you enjoy talking with people, are comfortable with sales, and want to grow professionally, we’d love to meet you.

Qualifications

• Experience in sales or customer service.
• Strong communication and follow-up skills.
• Dependable, organized with ability to multitask.
• No insurance experience required.
• Licensing not required to apply; candidates will obtain license.

Responsibilities

• Connect with prospective and existing customers by phone, text, and email
• Identify customer needs, provide quotes, and recommend appropriate insurance products
• Follow up with leads and make outbound calls to prospective customers
• Cross-sell additional products to existing customers
• Assist customers with policy questions, changes, billing, and claims
• Build strong customer relationships while working toward individual and team sales goals

Skills

Communication

Sales experience

Customer service

Organization

Follow-up skills

Job description

Alex Mutch State Farm Agency in San Ramon, CA is seeking a motivated Account Representative to help customers with their insurance needs while building lasting relationships and growing the business.

This full-time role offers comprehensive training, a steady flow of opportunities, and support from an experienced team. If you enjoy talking with people, are comfortable with sales, and want to grow professionally, we’d love to meet you.