Account Representative - State Farm Agent Team Member
Yukon - OK
Account Representative - State Farm Agent Team Member
Full Time • Yukon - OK
Responsive recruiter
Growth Experience Specialist
Customer Onboarding | Relationship Development | Sales Support
Full-Time | Cal Kiburz State Farm
We're looking for a personable, organized, proactive communicator to join our team as a Client Growth Experience Specialist.
In this role, you'll help guide new customers through their first six months with our agency. You'll welcome them, help with policy needs, conduct onboarding conversations, build relationships, and look for additional ways our agency can help protect them and their family.
But this isn't a traditional customer-service position.
You'll also spend a significant part of your day prospecting, working customer campaigns, uncovering insurance and financial needs, generating referrals, and creating opportunities for our sales team.
What You'll Do
You'll be responsible for:
- Owning the onboarding experience for new customers during their first six months with our agency
- Conducting proactive onboarding and retention calls
- Helping new customers with policy questions, service tasks, and follow-up needs
- Learning about customers and their families to identify additional insurance needs
- Naturally pivoting everyday conversations into Life and Health insurance opportunities
- Identifying financial needs and helping schedule Insurance & Financial Services (IPS) appointments
- Asking for and generating customer referrals
- Identifying Auto and Fire opportunities and creating warm transfers to our sales team
- Making outbound calls and working agency campaigns
- Following structured customer touchpoints and completing assigned tasks
- Helping identify and address early retention concerns
- Keeping accurate customer and opportunity information in our systems
What Success Looks Like
This is a high-activity, measurable position.
You'll have clear expectations around outbound calls, customer conversations, sales-team transfers, Life and Health opportunities, referrals, appointments, and customer onboarding.
We provide the process, training and coaching. We're looking for someone who brings the effort, organization and willingness to have conversations.
You May Be a Great Fit If You...
- Genuinely enjoy talking with people
- Are comfortable spending significant time on the phone
- Are organized and good at following through
- Can manage several customers and priorities at once
- Are naturally curious and enjoy learning about people
- Can recognize an opportunity and confidently ask another question
- Are comfortable transitioning from a service conversation into a sales conversation
- Enjoy having measurable goals
- Take coaching well and want to improve
- Like helping customers while also contributing to the growth of the business
We're looking for someone who can build trust, listen well, ask good questions, and recognize when there is an opportunity to help a customer further.
Compensation & Licensing
This position offers base compensation plus individual and team performance-based bonus opportunities.
Insurance licensing is required to fully perform the position, but you do not need to already be licensed to apply.
We'll help the right candidate understand the licensing and training process.
If you're great with people, comfortable on the phone, organized, proactive, and interested in developing skills in insurance, financial services, customer relationships and sales, we'd like to meet you.
Apply today and tell us a little about yourself.
Compensation: $35,000.00 - $55,000.00 per year
Do you want to work with someone who will help you achieve YOUR goals?
We are a very busy office and are looking for our next great team member. Our well-trained team uses state of the art technology to achieve outstanding results. 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. If you are self-motivated, possess an entrepreneurial spirit and have a desire to win and achieve results, please consider joining our team.
About Our Agency
- Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
If you want a career, not a job, then we encourage you to apply.
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