Account Representative - State Farm Agent Team Member

Benefits

• 401(k)
• 401(k) matching
• Bonus based on performance
• Competitive salary
• Dental insurance
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Vision insurance

Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Account Representative. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.

• Build and maintain strong, long-term relationships with clients through excellent communication and follow-up
• Proactively reach out to customers to identify their insurance needs, recommend solutions, and cross-sell additional products
• Manage and track all client interactions in Salesforce CRM with accuracy and attention to detail
• Leverage AI tools and technology to enhance productivity, personalize communication, and streamline workflows
• Demonstrate exceptional email etiquette and professional communication standards in all interactions
• Ensure daily tasks, follow-ups, and policy changes are completed accurately and on time
• Collaborate with team members to meet and exceed monthly, quarterly, and annual sales goals
• Maintain a professional office environment and uphold our agency’s reputation for excellence
• Use Microsoft Office Suite (Word, Excel, Outlook) to create documents, reports, and correspondence
• Participate in ongoing training and contribute ideas to continuously improve team performance and client satisfaction

• We’re seeking a Customer Relationship Manager who can confidently balance sales, service, and technology to deliver an exceptional client experience
• Proven experience in insurance sales, customer service, or account management
• Excellent verbal and written communication skills — polished, professional, and articulate
• High attention to detail and organizational ability in a fast-paced environment
• A confident, self-motivated professional who enjoys solving problems and achieving results
• Strong computer literacy with CRM systems (Salesforce preferred) and AI-based tools
• Bilingual in English/Spanish is a plus
• Property & Casualty and/or Life & Health License preferred (or willingness to obtain)