Insurance Account Representative - State Farm Agent Team Member

A.J. Amstrup - State Farm Agent; Dublin (CA); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Salary plus commission/bonus

Paid time off

Job summary

State Farm is hiring an Insurance Account Representative to join an agent team in Pleasanton, CA. The role focuses on needs-based conversations, educating customers on insurance options, and developing leads with a strong emphasis on service quality.

Successful candidates will collaborate with the agent, aim for growth, and support community activities while meeting licensing requirements for Property & Casualty and Life/Health products.

Qualifications

• Interest in marketing products and services based on customer needs.
• Excellent interpersonal skills.
• Excellent communication skills - written, verbal and listening.
• Enthusiastic about the role insurance and financial products play in helping people manage risks.
• People-oriented and self-motivated with initiative.
• Proactive in problem solving and able to learn computer functions.
• Property and Casualty license currently.
• Life and Health license obtainable.

Responsibilities

• Provide prompt, accurate, and friendly customer service including inquiries about insurance availability, coverages, billing, and claims.
• Educate customers about options using a needs-based approach.
• Develop leads, schedule appointments, identify needs, and market products and services.
• Support local community events in the market with the agent.

Skills

Interpersonal skills

Communication skills

Customer service

Self-motivation

Problem solving

Computer skills

People-oriented

Marketing mindset

Education

Property and Casualty license (current)

Life and Health license (able to obtain)

Job description

Future Opening: Insurance Account Representative - State Farm Agent Team Member

Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Insurance Account Representative - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.

Responsibilities

• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
• Work with the agent to identify and support local community events in our market.

Benefits

• Salary plus commission/bonus
• Paid time off (vacation and personal/sick days)

Compensation: $45,000.00 - $60,000.00 per year

Requirements

• Interest in marketing products and services based on customer needs
• Excellent interpersonal skills
• Excellent communication skills - written, verbal and listening
• Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
• People-oriented
• Self-motivated
• Proactive in problem solving
• Able to learn computer functions
• Property and Casualty license (must have currently)
• Life and Health license (must be able to obtain)

Position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm.

Location: Pleasanton, CA.