Financial Account Representative – State Farm Agent Team Member
Full Time • Indianapolis - IN
Responsive recruiter
Replies within 24 hours
ABOUT OUR AGENCY:
I’ve been a State Farm agent since September 2019, but I bring more than 20 years of insurance experience to the table, including work as a claims adjuster and in agency leadership. That background allows me to coach and mentor my team with practical knowledge and a genuine desire to help them grow.
I’m a proud graduate of Purdue University–Indianapolis, where I earned my B.S. in Psychology, and Indiana Wesleyan University, where I completed my MBA. As a family-owned agency with two children of my own, staying connected to the community is a big part of who I am. I serve as a Board Member for Project Will, supporting young adults with behavioral health challenges, and I’m an Indy Chamber Ambassador, helping welcome new businesses and strengthen local connections across Indianapolis.
I’ve been a State Farm agent since September 2019, but I bring more than 20 years of insurance experience to the table, including work as a claims adjuster and in agency leadership. That background allows me to coach and mentor my team with practical knowledge and a genuine desire to help them grow.
I’m a proud graduate of Purdue University–Indianapolis, where I earned my B.S. in Psychology, and Indiana Wesleyan University, where I completed my MBA. As a family-owned agency with two children of my own, staying connected to the community is a big part of who I am. I serve as a Board Member for Project Will, supporting young adults with behavioral health challenges, and I’m an Indy Chamber Ambassador, helping welcome new businesses and strengthen local connections across Indianapolis.
Our office culture is friendly, laid-back, and growing, with a true work hard/play hard mentality. What sets us apart is our focus on growing personally, professionally, and physically, while still maintaining strong work/life balance. We believe in giving 100 percent when we’re at work and 100 percent to our lives outside of it. Service is also a core value for us. We volunteer quarterly as a team, most recently partnering with the You Feed Them Mission to support 70 local families.
We currently have four team members and offer meaningful benefits including a 4-day work week opportunity, a health care subsidy, PTO and paid holidays, a 401k, disability and life insurance, no weekend hours, and company-paid training. We’re looking for someone who is a true self-starter—someone who believes they can make a difference, is rooted in their community, and has a history of success. If you're motivated, caring, and ready to grow with a supportive and encouraging team, you’ll feel right at home here.
ROLE DESCRIPTION:
As Financial Account Representative – State Farm Agent Team Member for Kellie Taylor - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
As Financial Account Representative – State Farm Agent Team Member for Kellie Taylor - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
- Establish customer relationships and follow up with current and prospective customers, as needed.
- Provide prompt, accurate, and friendly customer service.
- Promote successful and long-lasting customer relations.
QUALIFICATIONS:
- Experience in sales (outside sales or inside sales representative, retail sales associate, or telemarketing) required
- Experiencing managing client relationships required
- Interest in marketing products and services based on customer needs
- Excellent communication skills - written, verbal, and listening
- Dedicated to customer service
- Able to anticipate customer needs
- Able to effectively relate to a customer
BENEFITS:
- Paid time off (holidays and personal/sick days)
- Salary plus commission/bonus
- Growth potential/opportunities for advancement within my agency
- 4 day work week
- $500 licensing bonus
Compensation: $50,000.00 - $80,000.00 per year
Do you want to work with someone who will help you achieve YOUR goals?
This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We want to work alongside those who are equally committed to excellence and personal achievement. 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
- We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, Health Insurance, and Renters Insurance.
- Our office is located in Indianapolis, IN.
- Before becoming a State Farm Agent, I was previously employed as a State Farm Employee.
- I am a proud graduate of IUPUI and Indiana Wesleyan University.
- Additional languages spoken: Spanish
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.
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