Insurance Account Representative - State Farm Agent Team Member

Ngocphunginsurance; Santa Ana (CA); On-site; USD 31,684 - 38,572; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Health insurance

Paid time off

Flexible schedule

Job summary

A local insurance agency in Orange County is seeking an Inside Sales & Client Service Representative. The role involves providing exceptional client service, identifying sales opportunities, and maintaining client records. Candidates should hold or be willing to obtain their Property & Casualty and Life & Health licenses. Strong communication and sales skills are essential. Competitive hourly pay of $23-$28, along with commissions and bonuses. Multilingual candidates fluent in Spanish or Vietnamese are highly encouraged to apply.

Qualifications

• Holds or is willing to obtain a Property & Casualty license and Life & Health license.
• Strong communicator with excellent interpersonal and negotiation skills.
• Comfortable transitioning from client service to sales discussions.
• Self-motivated, organized, and detail-oriented.
• Previous sales or customer service experience is a plus.
• Multilingual (Spanish or Vietnamese) is an advantage.

Responsibilities

• Provide personalized service to existing clients and prospects.
• Analyze client insurance needs and recommend appropriate products.
• Identify sales opportunities and pivot from service to sales conversations.
• Follow up on inbound leads and nurture relationships.
• Maintain accurate client records using CRM tools.
• Collaborate with the team to meet sales goals.

Skills

Customer service

Sales

Bilingual (Spanish or Vietnamese)

Communication

Negotiation

Detail-oriented

Education

Property & Casualty license

Life & Health license

Tools

CRM tools

Job description

Insurance Account Representative - State Farm Agent Team Member

Full Time in Santa Ana, CA

• 401(k) matching
• Bonus based on performance
• Health insurance
• Paid time off
• Opportunity for advancement

Job Title

Inside Sales & Client Service Representative – State Farm Agency

Location

Orange County, CA

Type

Full-Time, In-Person (Flexible Schedule Available)

Join Our Team at a Trusted State Farm Agency!

Are you passionate about helping people and building relationships? Do you hold a Property & Casualty (P&C) insurance license or are you willing to obtain one with our support? We’re seeking a motivated Inside Sales & Client Service Representative to provide outstanding client service, identify sales opportunities, and contribute to our agency’s growth.

Multilingual candidates, especially those fluent in Spanish and Vietnamese, are highly encouraged to apply to better serve our diverse Orange County community!

What You’ll Do

• Provide personalized, attentive service to existing clients and prospects
• Analyze client insurance needs and recommend appropriate State Farm products
• Identify sales opportunities and pivot from service to sales conversations seamlessly
• Follow up on inbound leads and nurture relationships
• Maintain accurate client records using CRM tools
• Collaborate with the team to meet sales and retention goals
• Support marketing and outreach efforts as needed

Who You Are

• Holds or is willing to obtain a Property & Casualty license and Life & Health license (we cover exam costs and provide continuing education support)
• Strong communicator with excellent interpersonal and negotiation skills
• Comfortable transitioning from client service to sales discussions
• Self‑motivated, organized, and detail‑oriented
• Previous sales, customer service, or insurance experience is a plus but not required
• Multilingual (Spanish or Vietnamese) is a strong advantage
• Hourly pay $23 – $28 per hour (based on experience)
• Competitive commissions on sales generated
• Performance bonuses
• Health insurance
• 401(k) plan
• Paid holidays, vacation, and sick days
• Licensing exam reimbursement and continuing education support
• Flexible work schedule

Ready to Grow Your Career?

Apply today! We’re excited to hear from you. Submit your application now and take the next step toward a rewarding career with a respected insurance agency in Orange County.

This 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, and their employees are not employees of State Farm.