Account Associate - State Farm Agent Team Member
Mike Mcclaskie - State Farm Agent
Job Description
Job Description
Benefits:
- Opportunity for advancement
- Training & development
- 401(k) matching
- Bonus based on performance
- Competitive salary
ROLE DESCRIPTION:
As Sales Representative for Mike McClaskie Insurance agency, you are vital to our daily business operations and customers’ success. You help grow our office through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of customers by proactively marketing relevant products and services.
- RESPONSIBILITIES:
- Lead Generation & Prospecting: Build a continuous pipeline of new business through cold calling, networking, local community involvement, and following up on marketing leads.
- Referral Network Building: Develop strategic relationships with local centers of influence, such as real estate agents, mortgage brokers, and car dealerships, to secure consistent inbound referrals.
- Needs Assessment & Fact-Finding: Schedule and conduct discovery consultations to analyze prospects' current coverage, financial situations, and unique risk exposures.
- Quoting & Presentation: Calculate competitive premiums, customize protection plans, and present tailored insurance solutions that clearly outline the value of the coverage.
- Overcoming Objections & Closing: Proactively address prospect concerns, demonstrate competitive advantages, and ask for the sale to consistently meet or exceed monthly new business production goals.
- Underwriting Coordination: Collect accurate risk profiles, complete applications without errors, and coordinate with underwriters to secure fast policy approval and binding.
- Exemplary Client Onboarding: Deliver a smooth onboarding experience for new policyholders before seamlessly transitioning them to the account management or customer service team.
- Strong organizational skills and attention to detail.
- Excellent customer service and communication skills.
- Previous experience in insurance or a related field preferred.
Vacancy posted 13 days ago
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