Insurance Account Representative - State Farm Agent Team Member

Ferreira Ins and Fin Svcs Inc; Newport Beach (CA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Opportunity for advancement

Paid time off

Training & development

Signing bonus

Job summary

Floribel Ferreira - State Farm Agent in Newport Beach is seeking a customer-focused representative to grow the agency by building strong client relationships and understanding insurance needs. You will assist clients with policy options, renewals, and claims processes, while delivering exceptional service.

The role emphasizes sales support, client inquiries, and proactive communications to ensure customer satisfaction and retention within a busy agency environment.

Qualifications

• Excellent verbal and written communication expected.
• Strong ability to manage client relationships and inquiries.
• Basic sales focus with customer needs in mind.
• Ability to resolve client issues efficiently and effectively.
• Attention to detail and multitasking across multiple policies.
• Familiarity with insurance software and MS Office tools.

Responsibilities

• Prepare quotes and proposals for prospective customers.
• Identify and pursue new sales opportunities through networking and marketing.
• Conduct regular follow-ups to prospects and meet sales goals.
• Cross-sell insurance products when appropriate (home, auto, life).
• Assist customers with policy applications, endorsements, and renewals.

Skills

Communication

Customer Service

Sales

Problem Solving

Organizational Skills

Technical Proficiency

Tools

Microsoft Office

Job description

Benefits

• Bonus based on performance
• Competitive salary
• Opportunity for advancement
• Paid time off
• Training & development
• Signing bonus

Role Description

As for , you will be vital to our daily business operations and customers’ success. You will help grow our agency through meaningful customer’s relations by acting as a liaison between customer needs and agency. You will improve the lives of our customers by building and maintaining strong relationships with customers, understanding their insurance needs, and offering solutions that meet those needs. The representative ensures customers are informed about policy options, renewals, and claims processes while providing exceptional customer service.

Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.

Key Responsibilities

Sales Support & Customer Service

• Prepare quotes and proposals for prospective customers.
• Identify and pursue new sales opportunities through networking, referrals and campaign marketing strategies.
• Conduct and maintain regular follow-ups to prospects.
• Meet or exceed monthly, quarterly, and annual sales goals.
• Cross-sell additional insurance products when appropriate (e.g., home, auto, life).
• Identify potential gap exposures and recommend additional coverages or policy upgrades.
• Handle customer’s inquiries professionally, working to resolve inquiries in a seamless manner.
• Provide timely responses to client inquiries via phone, email, or in person.

Customer Interaction

• Aim for customer retention rates and contribute to long-term customer loyalty by engaging with new and existing customers to understand their insurance requirements.
• Respond to inquiries regarding insurance coverage, policy changes, renewals, and billing.
• Provide explanations of insurance products, benefits, and exclusions.
• Assist customers with policy applications, endorsements, cancellations, and renewals.
• Review and process policy changes or updates in a timely manner.

Claims Assistance

• Provide guidance to clients in the claims process, helping them complete forms and gather necessary documentation.
• Follow up with claims adjusters and clients to ensure timely resolution of claims.

Documentation & Compliance

• Maintain accurate and organized records of customer’s interactions, policy details, and transactions.
• Ensure compliance with insurance regulations and company policies.
• Use insurance software systems to update customers’ accounts.

Skills & Qualifications

• Communication: Excellent verbal and written communication skills.
• Customer Service: Strong ability to manage client relationships and handle inquiries.
• Sales: Basic sales skills with a focus on customer needs and service.
• Problem Solving: Ability to resolve client issues effectively and efficiently.
• Organizational Skills: Strong attention to detail and the ability to manage multiple clients and policies.
• Technical Proficiency: Familiarity with insurance software and Microsoft Office (Word, Excel, etc.).

Qualifications

• Strong communication and interpersonal skills.
• Detail-oriented and able to multitask.
• Experience in customer service or sales preferred.
• Prior experience in insurance or customer service preferred but not required
• Familiarity with various insurance products (home, auto, life, health, etc.) is an asset
• Property & Casualty and/or Life & Health Licensed prior to job commencement