Insurance Account Representative - State Farm Agent Team Member

Benefits:

• 401(k)
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

ABOUT OUR AGENCY:
We’ve been in business for six years and have grown into a team of 14 and counting. Our office is known for its fun, close-knit atmosphere, where people genuinely enjoy working together while still keeping a competitive edge that motivates everyone to succeed.


I’m a Navy veteran and a second-generation State Farm agent. My mom has been an agent for over 30 years, and insurance has always been part of my life. Today, that family connection continues in the office, with my brother on the team and even a few spouses working alongside us. It truly feels like an extended family environment.


Outside of work, we like to spend time together with team trips throughout the year, happy hours, visits to the cigar lounge, and local events, including activities with the Hobe Sound Chamber. We believe that building strong relationships makes for a stronger, more supportive workplace.


We also stay active in the community by supporting causes like Toys for Tots, Little League baseball, and local golf event sponsorships. Giving back is an important part of who we are.


Our team enjoys a 401(k), health benefits, licensing reimbursement, and a strong focus on work-life balance. If you’re looking for a fun, friendly, and competitive environment where you can grow, feel connected, and be part of a team that truly supports each other, this could be a great fit for you.


ROLE DESCRIPTION:
As a Insurance Account Representative - State Farm Agent Team Member with Trey Yelton - State Farm Agent, you will generate the kind of exceptional client experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you an ideal fit. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support.

We look forward to connecting with you if you are the ideal customer-focused and empathetic team member we are searching for. We anticipate internal growth opportunities for especially driven and sales-minded candidates.

RESPONSIBILITIES:

• Establish customer relationships and follow up with customers as needed.
• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions and billing clarification.
• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Use exemplary communication to efficiently meet the needs of customers while promoting the development of our business.

QUALIFICATIONS:

• Dedicated to customer service
• Able to effectively relate to a customer, answer their questions, and anticipate their needs.
• Excellent communication skills to assist customers and coordinate with other agency team members
• Proactive in problem-solving