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Account Representative - State Farm Agent Team Member

Rob Shoet - State Farm Agent

Chino Valley, AZ

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JOB DETAILS
SKILLS
Billing, Claims Processing, Communication Skills, Consultative Sales, Customer Relations, Customer Relationship Management (CRM) Systems, Customer Support/Service, Customer Training, Decision Support, Detail Oriented, Develop and Maintain Customers, Follow Through, Health Insurance, Insurance, Insurance Sales, Interpersonal Skills, Life Insurance, Needs Assessment, Problem Solving Skills, Property and Casualty Insurance, Record Keeping, Regulatory Compliance, Sales, Sales Closing Skills, Sales Prospecting, Service Delivery, State Laws and Regulations, Team Player
LOCATION
Chino Valley, AZ
POSTED
30+ days ago
Rob Short State Farm Agency Sales/Service Team Member – Insurance Sales (Property & Casualty, Life & Health)


Location: Chino Valley, AZ


Position Type: Full-Time


About the Role


Working within the Rob Short State Farm Agency office, you will support the agency’s growth by building relationships, identifying customer needs, and offering tailored insurance solutions including Property & Casualty (P&C) and Life & Health products. This role combines consultative sales, customer service, and teamwork in a fast-paced and supportive environment.


Responsibilities


      Develop and maintain strong customer relationships through proactive communication and exceptional service.
      Identify customer needs and recommend appropriate State Farm insurance products, including auto, homeowners, renters, life, and health policies, etc. 
      Educate customers on coverage options and policy features to support informed decision-making.
      Generate new business through warm leads, referrals, networking, and outbound prospecting.
      Assist with existing customer account reviews, policy changes, billing questions, and claims processes.
      Follow up with leads, complete quotes, and close sales to meet individual and agency goals.
      Participate in team meetings, training sessions, and community outreach activities.
      Maintain accurate records and adhere to all compliance, regulatory, and State Farm guidelines.
      Other duties as assigned.


Qualifications


      Active Arizona Property & Casualty insurance license (required)
      Active Arizona Life & Health insurance license (required or ability to obtain quickly)
      Prior sales, customer service, or insurance experience preferred
      Excellent communication, interpersonal, and problem-solving skills
      Self-motivated with a drive to meet goals and deliver exceptional service
      Ability to work both independently and collaboratively in a team environment
      Strong attention to detail, organization, and follow-through
      Comfort using web-based tools, CRM systems, and quoting software

About the Company

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Rob Shoet - State Farm Agent