Account Representative - State Farm Agent Team Member

Ngoc Phung - State Farm Agent
  • Santa Ana, CA
  • Full-time
13 days ago

Job Description

Benefits:
  • Hiring Bonus
  • Simple IRA
  • 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 2016 and currently lead a team of four. My State Farm journey began in college when I worked part-time as a team member before building my career as a personal banker and eventually returning to open my own agency. Outside of work, I'm a parent of two young children and enjoy animals, plants, being outdoors, and relaxing with my family.

Our agency offers health benefits, a Simple IRA, paid holidays, vacation time, and a strong commitment to work-life balance. We want our team members to have the opportunity to grow professionally, maximize their earning potential, and enjoy a rewarding long-term career.

Our culture is straightforward, respectful, and drama-free. We get along well, work together to provide great service, and stay focused on achieving our goals. I'm looking for someone who is sincere, patient, considerate, and team-oriented, with the motivation to help our agency grow while reaching their own professional and financial goals.

ROLE DESCRIPTION:
As Account Representative for Ngoc Phung - 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.
  • Willingness to obtain licensing. 


Numbers & Facts

LocationSanta Ana, CA
Job TypeFull-time

Skills

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

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