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Financial Services Representative - State Farm Agent Team Member Cumberland, MD

Financial Services Representative - State Farm Agent Team Member

Full Time • Cumberland, MD
Benefits:
  • 15 Days PTO & Holidays
  • Competitive salary
  • Opportunity for advancement
  • Training & development
About Julie McBee State Farm

Julie McBee is a trusted insurance and financial services provider based in Cumberland, MD.  Her office maintains a stellar 4.9/5 average Google rating thanks to her team’s dedication to service and integrity. Julie is a native of Allegany County and a graduate of Fort Hill High School and Frostburg State University. Before joining the insurance world, she spent 17 years in public education—teaching and in administration.  She holds licenses in property/casualty, life & health, and financial services across MD, WV, and PA.

Her agency offers a full suite of insurance options—including auto, home, renters, business, life, health, pet, and more—and serves communities across Maryland, West Virginia, and Pennsylvania.

We’re expanding, and we’re looking for a motivated, energetic team member who’s ready to contribute and grow with us.

Position Summary

As a Sales Representative / Account Associate, you’ll be a critical player in driving new business, supporting existing clients, and helping deliver exceptional customer service. You’ll wear multiple hats—handling calls, running quotes, following up leads, and closing new policies.

Key Responsibilities:

  • Answer incoming phone calls and respond to customer inquiries in a timely, professional manner

  • Run insurance quotes (auto, home, life, etc.) using internal tools

  • Follow up on leads: phone, email, walk-ins

  • Present and explain policy options, compare coverages, and help clients make informed decisions

  • Close new business and assist with policy onboarding

  • Provide excellent ongoing customer service (renewals, policy changes, cross-sells)

  • Maintain accurate records and documentation of client interactions

  • Collaborate with the team—agents, account reps, support staff—to achieve agency goals

  • Manage multiple tasks, deadlines, and client needs simultaneously

Who We’re Looking For

We’re seeking someone who is:

  • Highly competitive & goal-oriented — not afraid to push for results

  • Hardworking & self-driven — willing to put in the effort to learn and succeed

  • A strong multitasker — able to juggle calls, quotes, follow-ups, and admin tasks

  • A good communicator — confident by phone and in person, able to explain insurance in plain language

  • Detail-oriented — accuracy matters

  • Coachable — open to feedback, growth, and mentorship

  • Customer-focused — passionate about helping people protect what matters most

Bonus / Preferred Qualities:

  • Licensing (or willingness to obtain) in property & casualty, life & health

  • Prior experience in sales, customer service, or insurance (not required for new grads)

  • Familiarity with quoting tools, CRM systems, or Microsoft Office

Why Join Our Team (Especially for New Graduates)

  • Training & mentorship — we’ll teach you the ropes; you don’t need to “know it all” from day one

  • Clear growth path — strong performers can advance to higher sales roles or leadership

  • Meaningful impact — you’ll help people in your own community

  • Team culture — join a friendly, supportive, close-knit agency

  • Competitive compensation — base plus bonus structure

  • Flexible work environment — collaboration, hybrid tasks, variety every day

  • Community involvement — we care about our region and want someone who will too
We will review applications on a rolling basis and reach out to promising candidates for interviews.

Join us at the Julie McBee State Farm agency and help us continue our mission: serving neighbors, protecting futures, and making a difference—one policy at a time.
Compensation: $37,500.00 - $50,000.00 per year




 

State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

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