Account Representative - State Farm Agent Team Member

ROLE DESCRIPTION
We are seeking a motivated and customer-focused Account Representative to join our team. As Account Representative for State Farm Agent Cathy P. Start, you will be vital to our daily business operations and customers success.

This role combines sales and service, requiring someone who can build strong relationships, identify customer needs, and provide tailored insurance solutions while delivering an outstanding client experience.

This role requires you to be on-site at our office in Union City, CA. Some remote work flexibility can be negotiated after 6 months.

KEY RESPONSIBILITIES
Provide exceptional customer service and sales support to new and existing clients
Proactively identify opportunities to cross-sell and up-sell insurance products
Assist clients in understanding coverage options and selecting appropriate policies
Respond to inquiries regarding eligibility, coverage, policy changes, claims, billing, and account information
Process policy updates and maintain accurate client records
Prepare and submit insurance applications to underwriting
Follow up with clients to ensure satisfaction and retention
Adapt to evolving processes, systems, and business needs to support team and customer success

QUALIFICATIONS
Strong communication and relationship-building skills
Sales-minded with a customer-first approach
Positive attitude with the ability to thrive in a changing environment
Strong problem-solving skills and attention to detail
Ability to work independently and as part of a team

REQUIREMENTS
Active Property & Casualty (P&C) license
Must be willing and able to obtain a Life & Health insurance license (Agent will pay for license education)

PREFERRED QUALIFICATIONS
Previous experience in sales, customer service, or insurance

ADDITIONAL INFORMATION
This is a team member position with an independent contractor agent of State Farm. All team members must pass a background check and meet company approval requirements.