What are the responsibilities and job description for the Insurance Account Representative - State Farm Agent Team Member position at Shana Nelson - State Farm Agent?
Benefits:
- 401(k)
- Bonus based on performance
- Competitive salary
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
Insurance Account Representative (Sales & Service)
Location: Saratoga, CA
Job Type: Full-Time
Job Type: Full-Time
Grow Your Career. Make an Impact. Join a Team That Cares.
At The Nelson Agency, we’re passionate about helping clients protect what matters most—and we’re looking for an enthusiastic, motivated Insurance Account Representative to join us.
In this hybrid sales and service role, you’ll be the trusted advisor clients turn to for guidance and support, while also identifying opportunities to provide personalized insurance solutions.
If you thrive in a fast-paced environment, enjoy solving problems, and are motivated by the blend of service and sales, this could be the perfect opportunity for you.
What You’ll Do
- Build and maintain strong customer relationships with professionalism and care
- Educate clients on available insurance products and services
- Support policy applications, renewals, and updates
- Respond to inquiries, resolve concerns, and ensure client satisfaction
- Identify opportunities to cross-sell and upsell relevant coverage
- Keep accurate records and follow up consistently
What We’re Looking For
- Excellent communication and interpersonal skills
- Friendly, solution-focused mindset with attention to detail
- Strong organizational skills with the ability to multitask effectively
- Prior experience in customer service or sales (insurance preferred but not required)
- Willingness to obtain Property & Casualty and Life & Health licenses (support available if not already licensed)
Why You’ll Love Working With Us
- Competitive base salary plus commission and bonus potential
- Career growth opportunities, including training and licensing support
- Supportive, team-first culture focused on your success
- Regular business hours for a healthy work-life balance
- Paid time off and a comprehensive benefits package
If you’re ready to grow your career, make a difference in your community, and be part of a supportive team, apply today. We’re excited to meet you!
Salary : $65,000 - $85,000