Account Representative - State Farm Agent Team Member

Job overview

The Account Representative role is an onsite position located in San Marcos, CA. The salary range is $4,000–$5,500 per month, supporting the insurance and financial services team at Trifunovic Insurance and Financial Services - State Farm Agent. This role exists to grow the agency through meaningful client relations and proactive marketing. The representative acts as a liaison between customer needs and agency departments, assisting with policy changes and claims while empowering clients to protect what they love.

What you'll do

• Assist with policy changes and inquiries, ensuring their coverage evolves as their lives change (like buying a car or starting a business).
• Process insurance claims with empathy and urgency, guiding clients through stressful situations.
• Proactively market relevant products and services.
• Maintain accurate, detailed client records so we never miss a beat when they need us.
• Act as the vital liaison between customers and internal departments, coordinating with underwriters for timely policy issuance.

What we're looking for

Skills & competencies

full-time

day shift

san marcos ca

state farm

insurance

sales

account representative

$4k-$5.5k/mo

onsite

benefits included

Work arrangement

• Weekend coverage required

Benefits & perks

• Bonus based on performance, Competitive salary, Free food & snacks, Paid time off, 401(k) matching

Why this role

Performance-based bonuses and career advancement opportunities.

About the employer

Trifunovic Insurance and Financial Services - State Farm Agent is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.