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Account Representative - State Farm Agent Team Member

Steven Bartshe - State Farm Agent

Job Description

Job Description

Benefits:

  • Appreciation Lunches
  • Potential for monthly bonus
  • Paid Travel for Award Recipients
  • Bonus based on performance
  • Company parties
  • Competitive salary
  • Opportunity for advancement
  • Paid time off
  • Signing bonus
Job Summary:
The Experienced Sales Representative will leverage their deep knowledge of State Farm products, strong sales skills, and licensing credentials to build and maintain a robust client portfolio. This role requires a proactive sales approach to identify customer needs, present customized insurance solutions, and close sales effectively, while maintaining excellent customer relationships.

Key Responsibilities:

  • Utilize State Farm experience to effectively present and sell Life & Health, and Property & Casualty insurance products.
  • Develop, manage, and grow a book of business through prospecting, networking, and referrals.
  • Conduct comprehensive needs analyses to recommend appropriate insurance solutions tailored to individual customer circumstances.
  • Maintain active Life & Health and Property & Casualty licenses in compliance with state regulatory requirements.
  • Provide exceptional customer service by addressing client questions, concerns, and policy servicing needs.
  • Collaborate with State Farm agents and teams to maximize sales opportunities and ensure seamless client onboarding.
  • Keep detailed records of sales activities, client interactions, and follow-ups in the CRM system.
  • Meet or exceed individual sales targets and contribute to overall office goals.
  • Stay current on industry trends, product updates, and compliance regulations.
Qualifications:

  • Proven sales experience, preferably with State Farm or similar insurance companies.
  • Active Life & Health and Property & Casualty insurance licenses (state-specific).
  • Strong knowledge of State Farm insurance products and sales processes.
  • Excellent communication, negotiation, and interpersonal skills.
  • Self-motivated, goal-oriented, and able to work independently as well as part of a team.
  • Ability to manage multiple client relationships and sales activities simultaneously.
  • Proficient with CRM software and Microsoft Office applications.
  • High school diploma or equivalent required
Vacancy posted 19 days ago
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