Insurance Account Representative - State Farm Agent Team Member Saratoga, CA

Insurance Account Representative - State Farm Agent Team Member

Full Time • Saratoga, CA
Benefits:
  • 401(k)
  • Bonus based on performance
  • Competitive salary
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
Job Title: Insurance Account Representative (Sales & Service)
Location: Saratoga, CA
Job Type: Full-Time

Grow your career. Make an impact. Join a team that cares.

At the Nelson Agency, we’re passionate about helping our clients protect what matters most—and we’re looking for an enthusiastic and motivated Insurance Account Representative to help us do just that. In this hybrid sales and service role, you'll be the go-to expert for clients, providing support and guidance while identifying opportunities to offer personalized insurance solutions.

If you're a people-person who thrives in a fast-paced environment, enjoys solving problems, and is motivated by both service and sales, we want to hear from you!

What You'll Be Doing:

  • Build and maintain strong customer relationships with professionalism and care

  • Educate clients on available insurance products and services

  • Assist with new policy applications, renewals, and changes

  • Respond to customer inquiries, resolve concerns, and ensure client satisfaction

  • Identify and act on opportunities to upsell or cross-sell relevant products

  • Maintain organized, accurate records and follow up as needed

What We’re Looking For:

  • Excellent communication and interpersonal skills

  • Friendly, solution-oriented mindset with strong attention to detail

  • Ability to multitask, stay organized, and manage time effectively

  • Previous experience in customer service or sales (insurance preferred but not required)

  • Willingness to obtain a Property & Casualty and Life & Health  insurance licenses (if not already licensed – we can help!)

Why You’ll Love Working With Us:

  • Competitive base salary plus commission and bonus potential

  • Career growth opportunities, including licensing and training support

  • Supportive, team-first culture focused on your success

  • Regular business hours with work-life balance

  • Paid time off and benefits package 

If you're ready to take your career to the next level while helping people in your community, apply today!

We’re excited to learn more about you and how you can make a difference on our team.
Compensation: $65,000.00 - $85,000.00 per year




 

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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