Account Associate - State Farm Agent Team Member

Job Description

Job Description

Benefits: Opportunity for advancement Training & development 401(k) matching Bonus based on performance Competitive salary Insurance Sale

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. QUALIFICATIONS: Strong organizational skills and attention to detail. Excellent customer service and communication skills. Previous experience in insurance or a related field preferred.