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Financial Account Representative – State Farm Agent Team Member
Financial Account Representative – State Farm Agent Team MemberKellie Taylor - State Farm Agent • Indianapolis, IN, US
Financial Account Representative – State Farm Agent Team Member

Financial Account Representative – State Farm Agent Team Member

Kellie Taylor - State Farm Agent • Indianapolis, IN, US
30+ days ago
Job type
  • Full-time
Job description
ABOUT OUR AGENCY:
I’ve been a State Farm agent since September 2019, but I bring more than 20 years of insurance experience to the table, including work as a claims adjuster and in agency leadership. That background allows me to coach and mentor my team with practical knowledge and a genuine desire to help them grow.

I’m a proud graduate of Purdue University–Indianapolis, where I earned my B.S. in Psychology, and Indiana Wesleyan University, where I completed my MBA. As a family-owned agency with two children of my own, staying connected to the community is a big part of who I am. I serve as a Board Member for Project Will, supporting young adults with behavioral health challenges, and I’m an Indy Chamber Ambassador, helping welcome new businesses and strengthen local connections across Indianapolis.

Our office culture is friendly, laid-back, and growing, with a true work hard/play hard mentality. What sets us apart is our focus on growing personally, professionally, and physically, while still maintaining strong work/life balance. We believe in giving 100 percent when we’re at work and 100 percent to our lives outside of it. Service is also a core value for us. We volunteer quarterly as a team, most recently partnering with the You Feed Them Mission to support 70 local families.


We currently have four team members and offer meaningful benefits including a 4-day work week opportunity, a health care subsidy, PTO and paid holidays, a 401k, disability and life insurance, no weekend hours, and company-paid training. We’re looking for someone who is a true self-starter—someone who believes they can make a difference, is rooted in their community, and has a history of success. If you're motivated, caring, and ready to grow with a supportive and encouraging team, you’ll feel right at home here.


ROLE DESCRIPTION:
As Financial Account Representative – State Farm Agent Team Member for Kellie Taylor - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful client 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:
  • Establish customer relationships and follow up with current and prospective customers, as needed.
  • Provide prompt, accurate, and friendly customer service.
  • Promote successful and long-lasting customer relations.
QUALIFICATIONS:
  • Experience in sales (outside sales or inside sales representative, retail sales associate, or telemarketing) required
  • Experiencing managing client relationships required
  • Interest in marketing products and services based on customer needs
  • Excellent communication skills - written, verbal, and listening
  • Dedicated to customer service
  • Able to anticipate customer needs
  • Able to effectively relate to a customer
BENEFITS:
  • Paid time off (holidays and personal/sick days)
  • Salary plus commission/bonus
  • Growth potential/opportunities for advancement within my agency
  • 4 day work week
  • $500 licensing bonus

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Financial Account Representative – State Farm Agent Team Member • Indianapolis, IN, US

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