Insurance Account Representative - State Farm Agent Team Member

Benefits:

• 401(k) matching
• Bonus based on performance
• Health insurance
• Paid time off
• Training & development

SERVICE AND NEW CUSTOMER ACQUISITION REPRESENTATIVE BILINGUAL (ENGLISH/SPANISH)


ROLE DESCRIPTION:
We are seeking a motivated and results-driven Account Representative to join our team at Ben Goode's State Farm Agency. This role is ideal for a customer-focused professional who is eager to leverage their communication skills to both support existing customers and drive agency growth through new customer acquisition. You will play a crucial role in maintaining strong relationships with current customers while expanding our customer base by generating qualified leads for our agents.

The position offers a unique sales & support work model with a competitive hourly wage and bonus opportunities based on performance. As a key member of our team, you will promote our insurance and financial services, contribute to our community presence, and gain invaluable experience for your career growth.

RESPONSIBILITIES:

Provide exceptional customer service to existing customers by addressing inquiries, resolving issues, and ensuring satisfaction.
Work together with service team to stay up to date on office tasks.
Make outbound calls daily to identify and qualify leads by gathering essential customer information and assessing their insurance needs.
Follow up diligently on leads generated from various marketing campaigns and referrals to schedule appointments for agents.
Maintain and update a comprehensive database of prospects and customer interactions using CRM software.
Collaborate with the agency team to train in marketing strategies and service efforts.

QUALIFICATIONS:


Exceptional communication and interpersonal skills with a professional and courteous telephone manner.
A basic understanding of insurance products and/or a strong willingness to learn.
A focus on achieving targets and a proactive attitude towards contributing to the agencys growth and success.
Strong organizational skills to manage and track multiple leads, appointments, and customer inquiries effectively.
Preferred Proven experience in telemarketing, tele-sales, customer service, or a similar role, preferably within the insurance or financial services industry.

BENEFITS:


Competitive hourly wage plus commission/bonus
Multi-State Licensing (CA, AZ, NV & OR)
Paid time off (vacation and personal/sick days)
Health benefits
Growth potential/Opportunity for advancement within my office
Licensing reimbursement after 3 months