Insurance Account Representative – State Farm Agent Team Member

Job overview

The Insurance Account Representative – State Farm Agent Team Member works onsite in Santa Ana, CA. Compensation is $70,000–$95,000 per year. The local State Farm agency serves existing clients and prospects and aims to grow its business while supporting team members’ professional development. The representative provides personalized client service, assesses insurance needs, recommends State Farm products, follows up on leads, and maintains client records. The role combines service and sales conversations to support agency sales and retention goals.

What you'll do

• Serve existing clients and prospects
• analyze insurance needs and recommend State Farm products
• identify sales opportunities and transition from service to sales discussions
• follow up on inbound leads
• maintain accurate CRM records
• collaborate toward sales and retention goals
• and support marketing and outreach as needed.

What we're looking for

Skills & competencies

insurance account representative

state farm agent

santa ana ca

$70k–$95k

insurance sales

client service

property & casualty license

life & health license

crm

lead follow-up

vietnamese preferred

full-time

Work arrangement

• Weekend coverage required

Benefits & perks

• Simple IRA
• performance bonus
• paid time off
• training and development
• advancement opportunities
• health insurance
• paid holidays and vacation time.

Why this role

Property & Casualty and Life & Health licenses are held or obtained with exam costs covered and continuing education support. Bilingual Vietnamese is highly preferred; prior sales, customer service, or insurance experience is a plus but not required.

About the employer

Ngoc Phung - State Farm Agent is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.