Account Representative - State Farm Agent Team Member

Kevin Lei - State Farm Agent
  • Mountain View - CA, CA
  • Full-time
30+ days ago

Job Description

Benefits:
  • Simple IRA
  • Hiring bonus
  • Bonus based on performance
  • Competitive salary
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development

ABOUT OUR AGENCY:
Our agency is built around a diverse, experienced team committed to helping customers protect what matters most. Together, our team brings more than 70 years of combined State Farm experience, providing a strong foundation of industry knowledge, customer service, and trusted guidance.


We help individuals and families with a wide range of insurance and financial service needs, taking the time to understand each customer’s situation and provide personalized options. Our goal is to build lasting relationships while delivering the knowledgeable, attentive service our customers deserve.


I attended UC Davis and am married with two kids. Outside of the office, I enjoy staying active, spending time outdoors, and all things sports.


For our team, we offer paid holidays, PTO, health benefits, a Simple IRA, and a hiring bonus. We’re committed to creating an environment where team members feel supported and have opportunities to learn, contribute, and grow professionally.


Our office culture is energetic, supportive, and growth-focused. We’re looking for someone who is coachable, hardworking, and a true team player - someone who manages their time well, takes initiative, and wants to contribute to an experienced and collaborative team.

ROLE DESCRIPTION:
As Account Representative - State Farm Agent Team Member for Kevin Lei - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.

Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.

RESPONSIBILITIES:

  • Provide information about insurance products and services.
  • Assist customers with policy applications and renewals.
  • Handle customer inquiries and provide timely responses.
  • Maintain accurate records of customer interactions.
QUALIFICATIONS:
  • Communication and interpersonal skills.
  • Detail-oriented and able to multitask.
  • Experience in customer service or sales preferred.
  • Bilingual Mandarin or Spanish preferred.

Numbers & Facts

LocationMountain View - CA, CA
Job TypeFull-time

Skills

  • Business Operationsunmatched
  • Customer Relationsunmatched
  • Customer Support/Serviceunmatched
  • Detail Orientedunmatched
  • Financial Servicesunmatched
  • Health Insuranceunmatched
  • Insuranceunmatched
  • Interpersonal Skillsunmatched
  • Mandarin Chinese Languageunmatched
  • Marketingunmatched
  • Multilingualunmatched
  • Multitaskingunmatched
  • Operationsunmatched
  • Resolve Customer Issuesunmatched
  • Salesunmatched
  • Spanish Languageunmatched
  • Sportsunmatched
  • Team Playerunmatched
  • Time Managementunmatched
  • Track Customer Issuesunmatched
  • Training/Teachingunmatched

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