Account Representative - State Farm Agent Team Member

About Our Agency At the Mariano Oliveri State Farm Agency, we believe insurance is about people, relationships, and helping customers feel confident about their future. With nearly 10 years of experience with State Farm, Mariano leads a team dedicated to providing personalized service, educating customers, and creating meaningful connections within the Warsaw community.

Our agency is committed to teamwork, professional growth, and making a positive impact both inside and outside the office. We take pride in serving a diverse customer base while creating a supportive, welcoming environment where team members can learn, grow, and build a rewarding career. If you’re looking to join a team that values relationships, community involvement, and exceptional service, we’d love to meet you.

ROLE DESCRIPTION: As {{ job.name }} for {{ account.name }}, you are vital to our daily business operations and our customers’ success. You grow our agency by building meaningful customer relationships and proactively identifying needs through outbound calling, follow-ups, and sales conversations. You act as a liaison between customer needs and our internal departments to ensure customers receive the right coverage, guidance, and next steps.

Grow your career while bettering our community. As an attentive, sociable, and sales-minded professional, we’re excited to have you on our team.

RESPONSIBILITIES

• Provide information about insurance products and services in a clear, helpful, and consultative manner.
• Assist customers with policy applications, updates, renewals, and follow-ups.
• Handle customer inquiries promptly via phone, email, and multi-line systems.
• Make outbound calls to prospects and existing customers to:
• gather information and identify needs
• explain available options
• schedule appointments or next steps
• Maintain accurate records of customer interactions, call notes, and application/renewal status in our systems.
• Coordinate with internal teams to ensure customer requests are resolved efficiently and accurately.
• Stay organized and able to multitask across active leads, calls, and documentation.

QUALIFICATIONS

• Strong communication and interpersonal skills; comfortable speaking with customers and prospects by phone.
• Detail-oriented with the ability to multitask in a fast-paced environment.
• Sales mindset and willingness to contribute to sales goals through outbound outreach and follow-up.
• Experience in customer service and/or sales is preferred.
• Comfortable using phone systems and handling multi-line / high-volume call workflows.
• Professional, reliable, and eager to learn insurance products and processes.