Account Representative - State Farm Agent Team Member

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Dawn Goplin - State Farm Agent

Posted 2 months ago

Full Time

Madison, Wisconsin

In Person

Smart Summary

Responsibilities

The Account Representative is responsible for providing information on insurance products and assisting customers with policy applications and renewals. They also handle customer inquiries, maintain accurate records, and proactively market services to grow the agency.

Qualifications

We are looking for someone with excellent communication and interpersonal skills, with a detail-oriented approach and the ability to multitask. Prior experience in customer service or sales is preferred. This role involves providing information on insurance products, assisting with policy applications, and handling customer inquiries.

Job Description

Benefits:
  • License reimbursement
  • 401(k)
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
ABOUT OUR AGENCY:
Our agency opened in 2004 and has grown into a team of nine who are focused on kindness, education, and doing what’s best for our customers. Before becoming an agent, I worked in two corporate roles with State Farm and also spent time as a team member, which gave me a well-rounded understanding of the business and how to support both customers and staff.

Our team enjoys bonuses, paid time off, schedule flexibility, and the opportunity to earn reward trips when goals are met. We also offer a 401(k) and health benefits to support long-term success and stability. Our office culture is built around kindness, teamwork, and education. We focus on helping customers understand their options so they can make the best decisions for themselves. We set quarterly goals, celebrate achievements, and spend time team bonding along the way.

We’re looking for someone who is positive, coachable, and motivated to improve a little more each day. If you enjoy helping others and want to grow in a supportive, goal-oriented environment, this could be a great place to build your career.

ROLE DESCRIPTION:
As Account Representative - State Farm Agent Team Member for Dawn Goplin - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.

Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.

RESPONSIBILITIES:
  • Provide information about insurance products and services.
  • Assist customers with policy applications and renewals.
  • Handle customer inquiries and provide timely responses.
  • Maintain accurate records of customer interactions.
QUALIFICATIONS:
  • Communication and interpersonal skills.
  • Detail-oriented and able to multitask.
  • Experience in customer service or sales preferred.

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Dawn Goplin - State Farm Agent

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