What are the responsibilities and job description for the account representative position at State Farm Agent?
Company Description State Farm® is a nationally recognized insurance and financial services organization focused on helping people manage everyday risks, recover from the unexpected, and pursue their goals. State Farm agents are independent business owners who partner with a respected brand known for strong customer relationships and community involvement. For over 90 years, more than 19,000 agents across the United States have provided personalized service to diverse customers. Working with a State Farm agent offers the chance to contribute to a trusted, neighborly presence in the community while supporting customers through important life decisions.
Role Description The Account Representative will support a State Farm Agent in Hurst, TX by providing personalized customer service and assisting with insurance and financial services needs. This full-time, on-site role includes handling inquiries, explaining products and coverage options, preparing quotes, and processing policy changes and renewals. The Account Representative will also follow up with prospects, support sales activities, and contribute to meeting agency goals. Daily responsibilities may involve maintaining accurate records, assisting with billing and payment questions, and helping train new team members on office procedures and customer interaction standards. The role requires consistent, professional communication with customers in person, over the phone, and through digital channels.
Qualifications
Role Description The Account Representative will support a State Farm Agent in Hurst, TX by providing personalized customer service and assisting with insurance and financial services needs. This full-time, on-site role includes handling inquiries, explaining products and coverage options, preparing quotes, and processing policy changes and renewals. The Account Representative will also follow up with prospects, support sales activities, and contribute to meeting agency goals. Daily responsibilities may involve maintaining accurate records, assisting with billing and payment questions, and helping train new team members on office procedures and customer interaction standards. The role requires consistent, professional communication with customers in person, over the phone, and through digital channels.
Qualifications
- Candidates should possess strong Customer Service and Communication skills to build positive relationships and clearly explain products and services.
- Candidates should possess Sales and Account Management skills to identify customer needs, present solutions, and support policy growth and retention.
- Candidates should possess Training and coaching abilities to help onboard new team members and share best practices within the agency.
- Additional beneficial skills include basic computer proficiency, accuracy in data entry, and the ability to manage multiple tasks in a fast-paced environment.
- Prior experience in insurance, financial services, or retail/customer-facing roles is preferred but not required; relevant state insurance licenses or willingness to obtain them may be needed.
- A high school diploma or equivalent is required; post-secondary education in business, finance, or a related field is an asset.