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Insurance Account Representative - State Farm Agent Team Member

Kelly Wright - State Farm Agent

Oakland, CA

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JOB DETAILS
SKILLS
Business Growth, Business Support, Communication Skills, Customer Relationship Management (CRM), Customer Support/Service, Dental Insurance, Detail Oriented, Develop and Maintain Customers, Document Management, Financial Policies, Financial Services, Health Insurance, Insurance, Lead Generation, Marketing, Microsoft Office, Organizational Skills, Presentation/Verbal Skills, Purchasing/Procurement, Time Management, Training/Teaching, Writing Skills
LOCATION
Oakland, CA
POSTED
30+ days ago
Benefits:
  • 401(k)
  • Bonus based on performance
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development

About Us:
Join a reputable State Farm Agent team focused on delivering comprehensive insurance and financial services solutions to our valued clients. We are committed to helping individuals and families protect what matters most and achieve their financial goals through personalized service and trusted advice.


Position Overview:
We are seeking a motivated and detail-oriented Insurance Account Representative to join our full-time, in-office team. In this role, you will manage insurance accounts and support our broader insurance and financial services offerings. Your work will be critical in ensuring smooth transactions and helping clients navigate their insurance and financial protection needs.


Key Responsibilities:


  • Manage and maintain insurance accounts with accuracy and professionalism.
  • Collaborate with clients, to coordinate insurance policies and related financial services.
  • Maintain detailed and organized records of transactions, policies, and client information.
  • Assist with insurance and financial services inquiries and support the agent team in delivering comprehensive solutions.
  • Provide exceptional customer service with timely, clear, and professional communication.
  • Utilize State Farm systems and financial services tools to manage accounts and documentation effectively.
  • Assist with marketing initiatives and lead generation activities to support business growth.
Qualifications:


  • Strong organizational skills and meticulous attention to detail.
  • Excellent verbal and written communication skills.
  • Ability to work independently and collaboratively within a team environment.
  • Proficiency in office software (Microsoft Office, CRM platforms) and financial services tools.
  • Commitment to working full-time in the office or hybrid.
  • Dedication to providing outstanding client service and support.
  • Insurance licenses are not required to apply but will be required to obtain as part of the role.
  • Previous experience in insurance, insurance or financial services preferred.
What We Offer:


  • Competitive salary and comprehensive benefits package.
  • Full-time, in-office/hybrid work environment fostering collaboration and professional growth.
  • Paid Time Off (PTO)
  • Paid Holidays
  • Opportunities for career advancement within the insurance and financial services industry.
  • A supportive team culture focused on client success and employee development.

About the Company

K

Kelly Wright - State Farm Agent

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