Account Representative - State Farm Agent Team Member

Position Overview

Responsibilities

• Establish customer relationships and follow up with customers, as needed.
• Provide prompt, accurate, and friendly customer service.
• Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Work with the agent to establish and meet marketing goals.
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
• Maintain a strong work ethic with a total commitment to success each and every day.

Requirements

• Excellent communication skills - written, verbal and listening.
• Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
• People-oriented.
• Organizational skills.
• Self-motivated.
• Detailed oriented.
• Dedicated to customer service.
• Able to learn computer functions.
• Pride in getting work done accurately and timely.
• Able to work in a team environment.
• Able to multi-task.
• Bilingual - Spanish preferred.
• Bilingual - Vietnamese required.

Qualifications

• Property and Casualty license (must be able to obtain).
• Life and Health license (must be able to obtain).

Benefits

Hourly pay
Valuable experience
Growth potential/Opportunity for advancement within my agency

Pay

$30,000-$45,000 per year

Schedule

Part-time

My Team's Mission

To help people manage the risks of everyday life, recover from the unexpected, and realize their dreams.

Location

San Jose, CA