Insurance Account Representative - State Farm Agent Team Member
Santa Ana - CA
Insurance Account Representative - State Farm Agent Team Member
Full Time • Santa Ana - CA
Responsive recruiter
Replies within 24 hours
Benefits:
- Hiring Bonus
- Simple IRA
- Bonus based on performance
- Competitive salary
- Paid time off
- Training & development
- Opportunity for advancement
- Health insurance
ABOUT OUR AGENCY
I opened my agency in 2016 and currently lead a team of four. My State Farm journey began in college when I worked part-time as a team member before building my career as a personal banker and eventually returning to open my own agency. Outside of work, I'm a parent of two young children and enjoy animals, plants, being outdoors, and relaxing with my family.
Our agency offers health benefits, a Simple IRA, paid holidays, vacation time, and a strong commitment to work-life balance. We want our team members to have the opportunity to grow professionally, maximize their earning potential, and enjoy a rewarding long-term career.
Our culture is straightforward, respectful, and drama-free. We get along well, work together to provide great service, and stay focused on achieving our goals. I'm looking for someone who is sincere, patient, considerate, and team-oriented, with the motivation to help our agency grow while reaching their own professional and financial goals.
I opened my agency in 2016 and currently lead a team of four. My State Farm journey began in college when I worked part-time as a team member before building my career as a personal banker and eventually returning to open my own agency. Outside of work, I'm a parent of two young children and enjoy animals, plants, being outdoors, and relaxing with my family.
Our agency offers health benefits, a Simple IRA, paid holidays, vacation time, and a strong commitment to work-life balance. We want our team members to have the opportunity to grow professionally, maximize their earning potential, and enjoy a rewarding long-term career.
Our culture is straightforward, respectful, and drama-free. We get along well, work together to provide great service, and stay focused on achieving our goals. I'm looking for someone who is sincere, patient, considerate, and team-oriented, with the motivation to help our agency grow while reaching their own professional and financial goals.
What You’ll Do:
- Provide personalized, attentive service to existing clients and prospects
- Analyze client insurance needs and recommend appropriate State Farm products
- Identify sales opportunities and pivot from service to sales conversations seamlessly
- Follow up on inbound leads and nurture relationships
- Maintain accurate client records using CRM tools
- Collaborate with the team to meet sales and retention goals
- Support marketing and outreach efforts as needed
Who You Are:
- Holds or is willing to obtain a Property & Casualty license and Life & Health license (we cover exam costs and provide continuing education support)
- Strong communicator with excellent interpersonal and negotiation skills
- Comfortable transitioning from client service to sales discussions
- Self-motivated, organized, and detail-oriented
- Previous sales, customer service, or insurance experience is a plus but not required
Compensation: $70,000.00 - $95,000.00 per year
We're Hiring!
This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. Our team works hard to reach our goals together as a team and have fun while we are doing it! We want to work alongside those who are equally committed to excellence and personal achievement. If you're willing to work hard and you expect to get results from yourself and those around you, we want to meet you and talk about the opportunity we have for you.
About Our Agency
- Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
- We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, Health Insurance, and Renters Insurance.
- Our office is located in Santa Ana .
- I am a proud graduate of California State University, Long Beach.
- We currently have 6 team members at our agency.
- Our agency has received awards including: Chairman's Circle, Ambassador Travel, Legion of Honor, Senior Vice President's Club, and New Agent Program Qualifier
- Additional languages spoken: Spanish and Vietnamese
We look forward to speaking with you!
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.
(if you already have a resume on Indeed)
Or apply here.
Make a difference in your community every day
Gain confidence and grow your career
Earn benefits and rewards that are second to none