Account Representative - State Farm Agent Team Member

Hollie Allen - State Farm Agent
  • Chula Vista, CA
  • Full-time
13 days ago

Job Description

Benefits:
  • Simple IRA
  • Licensing paid by agency
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule

ABOUT OUR AGENCY:
I opened my agency in 2017 and currently lead a team of four. Before becoming a State Farm agent, I worked in sales and mortgage lending, where I built a strong foundation in customer relationships and financial services. I enjoy helping people, developing my team, and creating opportunities for others to grow.

Giving back is an important part of our agency. I participate in community service projects at least once a month and enjoy staying actively involved in supporting the local community.

Our agency offers health benefits, a Simple IRA, licensing costs paid up front, professional development, team outings, growth opportunities, and a strong commitment to work-life balance. We believe in investing in our team and helping each person build a successful career.

Our culture is family-oriented, supportive, and growth-focused. I'm looking for someone who is self-motivated, dependable, and eager to learn. If you're a positive team player who takes initiative and enjoys helping others, we'd love to meet you.

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

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. Service can include responding to inquiries regarding product availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
  • Promote successful and long-lasting customer relations.
QUALIFICATIONS:
  • Experience in sales (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.
  • Experience in managing customer relationships preferred.
  • Interest in marketing products and services based on customer needs.
  • Communication skills - written, verbal, and listening.
  • Dedicated to customer service.
  • Able to anticipate customer needs.
  • Able to effectively relate to customers.
  • Bilingual Spanish preferred.

Numbers & Facts

LocationChula Vista, CA
Job TypeFull-time

Skills

  • Billingunmatched
  • Business Operationsunmatched
  • Calendar Managementunmatched
  • Communication Skillsunmatched
  • Community Supportunmatched
  • Community and Social Servicesunmatched
  • Customer Relationsunmatched
  • Customer Relationship Management (CRM)unmatched
  • Customer Support/Serviceunmatched
  • Field Salesunmatched
  • Financial Servicesunmatched
  • Health Insuranceunmatched
  • Health Planunmatched
  • Inside Salesunmatched
  • Lead Generationunmatched
  • Licensingunmatched
  • Marketingunmatched
  • Mortgage Lendingunmatched
  • Multilingualunmatched
  • Needs Assessmentunmatched
  • Operationsunmatched
  • Presentation/Verbal Skillsunmatched
  • Retail Salesunmatched
  • Salesunmatched
  • Spanish Languageunmatched
  • Team Lead/Managerunmatched
  • Team Playerunmatched
  • Telemarketingunmatched
  • Training/Teachingunmatched
  • Writing Skillsunmatched

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