Insurance Account Specialist | Client-Focused Growth

Kelvin Thomas - State Farm Agent; Fremont (CA); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

No weekends

401(k)

Paid time off

Job summary

Kelvin Thomas Insurance Agency Inc, a State Farm agent, is seeking an Account Representative to support daily operations and customer success. You will grow our agency through meaningful customer relations and act as a liaison between customer needs and agency sales.

You will develop leads, schedule appointments, provide prompt, friendly service, and promote products and services. The role emphasizes building lasting relationships and a customer-first mindset.

Qualifications

• Experience in sales (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.
• Communication skills - written, verbal, and listening.
• Dedicated to customer service and ability to relate to customers.

Responsibilities

• Develop leads, schedule appointments, identify customer needs, and market products and services to help meet those needs.
• Establish customer relationships and follow up with customers, as needed.
• Provide prompt, accurate, and friendly customer service including product availability, eligibility, coverages, changes, transfers, claims, and billing.

Skills

Sales experience

Communication skills

Customer-focused

Lead generation

Education

Property & Casualty and Life/Health licenses (preferred)

Insurance- industry knowledge

Job description

Kelvin Thomas Insurance Agency Inc, a State Farm agent, is seeking an Account Representative to support daily operations and customer success. You will grow our agency through meaningful customer relations and act as a liaison between customer needs and agency sales.

You will develop leads, schedule appointments, provide prompt, friendly service, and promote products and services. The role emphasizes building lasting relationships and a customer-first mindset.