Insurance Account Representative - State Farm Agent Team Member
$40k - $50kState Farm
Benefits:
My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Orlando, FL and help customers with their insurance and financial services needs, including:
- Yearly bonus plan
- Opportunity for advancement
- Paid time off
- Training & development
- Bonus based on performance
- Competitive salary
- Donation matching
- Flexible schedule
- Free food & snacks
- Provide friendly, professional service to existing customers by phone, text, email, and in person.
- Assist customers with policy questions, account updates, billing questions, documentation, renewals, and other service needs.
- Build and maintain strong relationships with existing customers.
- Review customer accounts and identify opportunities for additional products, coverage, and multiline relationships.
- Have needs-based conversations to understand customers' insurance needs and provide available product and coverage options.
- Follow up with customers on quotes, coverage recommendations, policy changes, and outstanding needs.
- Generate sales opportunities through everyday customer service interactions.
- Support customer retention and help strengthen relationships with our existing book of business.
- Maintain accurate records of customer interactions and complete necessary follow-up.
- Collaborate with team members to achieve office service, retention, and sales goals.
- Strong communication and interpersonal skills.
- Customer-focused with a natural ability to build relationships and earn trust.
- Comfortable balancing customer service responsibilities with sales goals.
- Sales-minded and able to recognize opportunities during customer conversations.
- Motivated by goals, performance, and commission opportunities.
- Detail-oriented, organized, and able to multitask in a fast-paced environment.
- Previous customer service, sales, business support, or insurance experience preferred.
- Must possess or be willing and able to obtain the required state insurance licenses.
My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Orlando, FL and help customers with their insurance and financial services needs, including:
- Auto insurance
- Home insurance
- Life insurance
- Retirement planning
Vacancy posted 4 days ago
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