Account Representative - State Farm Agent Team Member

Kevin Beach - State Farm Agent

  • San Diego, CA
  • 8 days ago
  • Full-time

Highlights

Before opening my own agency, I worked as a team member for my father, gaining valuable experience and learning firsthand what it takes to build a successful business. Develop leads, schedule appointments, identify customer needs, and market products and services to help meet those needs.

Numbers & Facts

LocationSan Diego, CA
Job TypeFull-time

Description

Benefits:
  • Hiring bonus
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • 401(k)
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule

ABOUT OUR AGENCY:
I opened my agency in 2017 and currently lead a team of 10. Insurance has always been a part of my life as a second-generation State Farm agent. Before opening my own agency, I worked as a team member for my father, gaining valuable experience and learning firsthand what it takes to build a successful business.

I attended Baylor University and am a proud father of two boys. Family comes first in our household, and outside of work I enjoy sports and competition. I’m naturally competitive and bring that same drive and energy into the agency every day.

Our agency offers PTO, paid holidays, a 401(k), work-life balance, and a hiring bonus. We believe in rewarding hard work while providing opportunities for personal and professional growth.

Our culture is energetic, fast-paced, and fun. We have a younger team that enjoys working hard, supporting one another, and celebrating success together. I’m looking for self-starters with an entrepreneurial mindset—people who want more than just a job and are motivated to build something meaningful. In fact, I love helping team members develop toward their own agency ownership goals if that’s part of their long-term vision. 

If you’re ambitious, driven, and excited about creating opportunities for yourself, this could be a great fit for you.

ROLE DESCRIPTION:
As an Account Representative for Kevin Beach - 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.

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