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Insurance Account Representative - State Farm Agent Team Member
Insurance Account Representative - State Farm Agent Team MemberBen Goode - State Farm Agent • Murrieta, CA, US
Insurance Account Representative - State Farm Agent Team Member

Insurance Account Representative - State Farm Agent Team Member

Ben Goode - State Farm Agent • Murrieta, CA, US
30+ days ago
Job type
  • Full-time
Job description
Benefits:
  • 401(k) matching
  • Bonus based on performance
  • Health insurance
  • Paid time off
  • Training & development

SERVICE AND NEW CUSTOMER ACQUISITION REPRESENTATIVE – BILINGUAL (ENGLISH/SPANISH)


ROLE DESCRIPTION:
We are seeking a motivated and results-driven Account Representative to join our team at Ben Goode's State Farm Agency. This role is ideal for a customer-focused professional who is eager to leverage their communication skills to both support existing customers and drive agency growth through new customer acquisition. You will play a crucial role in maintaining strong relationships with current customers while expanding our customer base by generating qualified leads for our agents.


The position offers a unique sales & support work model with a competitive hourly wage and bonus opportunities based on performance. As a key member of our team, you will promote our insurance and financial services, contribute to our community presence, and gain invaluable experience for your career growth.


RESPONSIBILITIES:

· Provide exceptional customer service to existing customers by addressing inquiries, resolving issues, and ensuring satisfaction.
· Work together with service team to stay up to date on office tasks.
· Make outbound calls daily to identify and qualify leads by gathering essential customer information and assessing their insurance needs.
· Follow up diligently on leads generated from various marketing campaigns and referrals to schedule appointments for agents.
· Maintain and update a comprehensive database of prospects and customer interactions using CRM software.
· Collaborate with the agency team to train in marketing strategies and service efforts.

QUALIFICATIONS:


· Exceptional communication and interpersonal skills with a professional and courteous telephone manner.
· A basic understanding of insurance products and/or a strong willingness to learn.
· A focus on achieving targets and a proactive attitude towards contributing to the agency’s growth and success.
· Strong organizational skills to manage and track multiple leads, appointments, and customer inquiries effectively.
· Preferred – Proven experience in telemarketing, tele-sales, customer service, or a similar role, preferably within the insurance or financial services industry.

BENEFITS:


· Competitive hourly wage plus commission/bonus
· Multi-State Licensing (CA, AZ, NV & OR)
· Paid time off (vacation and personal/sick days)
· Health benefits
· Growth potential/Opportunity for advancement within my office
· Licensing reimbursement after 3 months

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Insurance Account Representative - State Farm Agent Team Member • Murrieta, CA, US

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