Insurance Account Representative - State Farm Agent Team Member

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

Job Description

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

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.


What You’ll Do:


  • Provide personalized, attentive service to existing clients and prospects
  • Analyze client insurance needs and recommend appropriate State Farm products
  • Identify sales opportunities and pivot from service to sales conversations seamlessly
  • Follow up on inbound leads and nurture relationships
  • Maintain accurate client records using CRM tools
  • Collaborate with the team to meet sales and retention goals
  • Support marketing and outreach efforts as needed
Who You Are:


  • Holds or is willing to obtain a Property & Casualty license and Life & Health license (we cover exam costs and provide continuing education support)
  • Strong communicator with excellent interpersonal and negotiation skills
  • Comfortable transitioning from client service to sales discussions
  • Self-motivated, organized, and detail-oriented
  • Previous sales, customer service, or insurance experience is a plus but not required
  • Bilingual Vietnamese highly preferred.

Numbers & Facts

LocationSanta Ana, CA
Job TypeFull-time

Skills

  • Communication Skillsunmatched
  • Customer Relationship Management (CRM) Systemsunmatched
  • Customer Support/Serviceunmatched
  • Customer/Client Researchunmatched
  • Detail Orientedunmatched
  • Financial Servicesunmatched
  • Health Insuranceunmatched
  • Insuranceunmatched
  • Interpersonal Skillsunmatched
  • Marketingunmatched
  • Meet Sales Quotaunmatched
  • Negotiation Skillsunmatched
  • Organizational Skillsunmatched
  • Record Keepingunmatched
  • Salesunmatched
  • Sales Prospectingunmatched
  • Team Lead/Managerunmatched
  • Team Playerunmatched
  • Training/Teachingunmatched
  • Vietnamese Languageunmatched

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