Insurance Account Specialist – Customer Growth

State Farm Agent; Pleasanton (CA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Parental leave

Training & development

401(k)

Bonus based on performance

Company parties

Competitive salary

Flexible schedule

Job summary

AJ Abdelkhalek - State Farm Agent in Pleasanton, CA is seeking an Account Representative to grow our agency through meaningful customer relations and helping meet client needs with insurance and financial products.

You will develop leads, schedule appointments, provide prompt service, and maintain relationships while promoting products to support customers’ protection and financial goals. The role emphasizes customer care and sales in a busy office.

Qualifications

• Experience in sales, outside or inside, preferred.
• Experience in managing customer relationships preferred.
• Interest in marketing products and services based on customer needs.
• Strong written, verbal, and listening communication.
• Dedicated to customer service.
• Able to anticipate customer needs.
• Able to effectively relate to customers.
• Property & Casualty license is required.

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 inquiries about product availability, eligibility, coverages, policy changes, transfers, claims, and billing clarification.
• Promote successful and long-lasting customer relations.

Skills

Sales experience

Customer service

Communication skills

Relating to customers

Education

Property & Casualty license

Job description

AJ Abdelkhalek - State Farm Agent in Pleasanton, CA is seeking an Account Representative to grow our agency through meaningful customer relations and helping meet client needs with insurance and financial products.

You will develop leads, schedule appointments, provide prompt service, and maintain relationships while promoting products to support customers’ protection and financial goals. The role emphasizes customer care and sales in a busy office.