Account Representative - State Farm Agent Team Member

Keiko Mcinally - State Farm Agent

  • Lakewood, CA
  • 2 days ago
  • Full-time

Highlights

Before becoming a State Farm agent, I worked in fashion PR and later gained firsthand insurance experience working with my father, who is also a State Farm agent. Develop leads, schedule appointments, identify customer needs, and market products and services to help meet those needs.

Numbers & Facts

LocationLakewood, CA
Job TypeFull-time

Description

Benefits:
  • License Paid by Agency
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Opportunity for advancement
  • Paid time off
  • Training & development

ABOUT OUR AGENCY:
I opened my agency in 2022 and currently lead a team of four. Before becoming a State Farm agent, I worked in fashion PR and later gained firsthand insurance experience working with my father, who is also a State Farm agent. I’m proud to be a third-generation State Farm agent and a graduate of Gonzaga University and Mater Dei High School.

Giving back is important to me, and I’ve been a RAD Camp volunteer since 2008. That same focus on relationships and helping others is an important part of our agency.

We offer CalSavers, flexible scheduling, training programs, weekly development meetings, bonus opportunities, and a strong commitment to work-life balance. We also love recognizing great performance through fun incentives, including our “Spin the Wheel” with gift cards and cash prizes.

Our culture is fun, competitive, and focused on growth. I’m looking for someone who is a positive, loyal self-starter with a thirst for knowledge and a desire to keep improving. If you enjoy friendly competition, want to be rewarded for your hard work, and are excited to grow with a supportive team, we’d love to meet you.

ROLE DESCRIPTION:
As Account Representative for Keiko Mcinally - State Farm Agent, you are vital to our daily business operations and customers’ success. You help grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of customers by proactively marketing relevant products and services.

RESPONSIBILITIES:
  • Develop leads, schedule appointments, identify customer needs, and market products and services to help meet those needs. 
  • Establish customer relationships and follow up with customers, as needed. 
  • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding product availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
  • Promote successful and long-lasting customer relations.
QUALIFICATIONS:
  • Experience in sales (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.
  • Experience in managing customer relationships preferred.
  • Interest in marketing products and services based on customer needs.
  • Communication skills - written, verbal, and listening.
  • Dedicated to customer service.
  • Able to anticipate customer needs.
  • Able to effectively relate to customers.
  • Bilingual Spanish preferred. 

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