Account Representative (Customer Service + Cross-Sales) — Salary + Commission

Job description

Nationally ranked State Farm insurance and financial services agency is seeking a customer-oriented Account Representative to join our successful team. This role manages our existing customers, services their policies, and conducts value-based conversations to cross-sell additional insurance and financial products. If you enjoy helping people, building trust, and growing relationships through proactive outreach, we’d love to meet you.

Main responsibility: Manage incoming calls existing customers and grow revenue through cross-selling

Produce and update policies for existing clients based on their needs

Advise customers of coverage options and educate them using a customer-focused, needs-based review process

Build sustainable relationships and trust with customer accounts through open, interactive communication

Provide exceptional customer service by answering questions, resolving concerns, and following up to ensure resolution

Handle policy changes and updates

Process customer accounts, file documents, and keep accurate records of customer interactions

Identify customer needs, recommend appropriate products/services, and help customers achieve their goals

Work with the agent/team to support marketing goals and customer retention efforts

Process underwriting memos and complete applications/data entry

Follow communication procedures, guidelines, and agency/policy requirements

Schedule appointments and conduct coverage reviews/value conversations as needed

We Are Seeking

Positive, upbeat attitude and strong work ethic

Coachable self-starter who works well independently

Confident handling stressful or difficult situations with empathy and professionalism

Ability to multitask, follow through, and follow up consistently

Strong phone skills, active listening, and excellent communication skills

Proficient with computers and willing to learn agency systems

Enjoys competition and success; motivated to grow and advance

Requirements

Reliable and ethical

Ability to pass state and federal background check

High school or equivalent (required)

Proven customer support experience or client service representative experience preferred (no existing licensing required)

Compensation & Benefits

Salary + Commission/Bonus

Base pay: $40,000–$52,000

Earning potential: $50,000–$90,000+ with commission/bonus opportunities

401(k) and 401(k) matching

Health insurance

Paid time off

Paid training

Bonus opportunities and commission pay

Signing bonus (if applicable)

Schedule & Work Location

Full-time, in person

Monday to Friday (day shift)

8-hour shift (8:30am–5:00pm)

Job Type: Full-time

Pay: $40,000.00 - $52,000.00 per year

Benefits:

401(k)

401(k) matching

Health insurance

Paid time off

Ability to Commute:

Longwood, FL 32750 (Preferred)

Ability to Relocate:

Longwood, FL 32750: Relocate before starting work (Preferred)

Work Location: In person