Account Representative - State Farm Agent Team Member
Full Time • Moraga - CA
Responsive recruiter
Replies within 24 hours
Benefits:
- Bonus based on performance
- Competitive salary
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
- 401(k) matching
Successful and established State Farm agency, looking to add a licensed and experienced insurance professional to our close-knit team as we continue to grow.
In this Account Representative role, you will play a key part in delivering the remarkable experience that our customers rave about through a position that blends customer service, coverage reviews, and product conversations. We have fun at work because we like each other and we love what we do—we help our customers manage the risk of everyday life, recover from the unexpected, and realize their dreams.
If you take pride in doing meaningful work, thrive in a fast-paced professional environment, and enjoy building relationships with customers, this could be a great opportunity for you.
Key Responsibilities:
- Provide attentive, professional service to new and existing customers across multiple channels
- Answer coverage and billing questions, process policy changes, and resolve service requests
- Conduct coverage reviews to identify gaps and recommend appropriate products
- Build rapport with prospective customers and gather information for quotes
- Work with underwriting, service, and claims teams to resolve issues and advocate for customers
- Contribute to overall agency growth through cross-selling and relationship building
Key Qualifications:
- Prior insurance or customer-facing experience preferred
- Strong communication skills and proactive work style
- Self-motivated, organized, and accountable
- High attention to detail and accuracy
- Comfortable with Windows-based systems and learning new processes
- Must live within a reasonable commuting distance of our Moraga office (full-time, in-office role)
- Active insurance licenses required (or ability to obtain before start date, as applicable).
- Candidates without an insurance license may still be considered if they have 5+ years of experience in a related or complementary field.
About our Agency:
Our agency opened in 2018 and has grown into a strong team of eight dedicated professionals who are passionate about helping people and making a difference. Before becoming an agent, I spent over two decades in business turnaround, but I always knew I wanted to own a business rooted in the community—one that not only serves clients but also contributes to the place we call home. That mission drives everything we do here.
Our agency opened in 2018 and has grown into a strong team of eight dedicated professionals who are passionate about helping people and making a difference. Before becoming an agent, I spent over two decades in business turnaround, but I always knew I wanted to own a business rooted in the community—one that not only serves clients but also contributes to the place we call home. That mission drives everything we do here.
Community involvement is at the heart of our work. We regularly participate in local festivals and fairs, organize charitable initiatives like the One Warm Coat Drive, and support a variety of donation efforts throughout the year. Giving back isn’t just part of our business—it’s part of who we are.
We offer a competitive benefits package, including PTO, 12 paid holidays, group health and life insurance, a 401k plan with a 6% match, and paid training programs designed to support your professional growth. Our office culture is fast-paced, team-oriented, and focused on meaningful work. If you’re looking for a place where you can grow, contribute, and be part of a supportive team, this could be the right fit.
Compensation: $50,000.00 - $70,000.00 per year
Do you want a career and not just a job?
This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are a growing agency with big dreams and lots of potential. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. We want to work alongside those who are equally committed to excellence and personal achievement. We take pride in using our years of valuable experience to mentor individual team members and prepare them for successful careers.
About Our Agency
Apply now and let us put you on the path to success.
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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