Insurance Account Representative - State Farm Agent Team Member

Job Description

Job Description

Benefits:

• Bonus based on performance
• Paid time off
• Competitive salary
• Opportunity for advancement
• Training & development

ABOUT OUR AGENCY:
Our agency is built on consistency, accountability, and creating an environment where people can succeed while enjoying the process. We’re a team that values hard work, ownership, and showing up every day ready to get the job done.

We keep things engaging and rewarding throughout the year. From January through March, we run a promotion with prizes and opportunities to earn extra PTO. We also enjoy weekly rewards like lunch from local restaurants, fun in-office competitions, and even small daily workouts to keep energy high. Starbucks surprises are a regular treat, and our annual off-site fall planning meeting includes meaningful speakers and team-building activities.

Our office culture is driven, fun, and team-oriented. We’re looking for someone who can take ownership of their role - someone reliable, consistent, and self-motivated who can work independently and contribute to a team that works hard and enjoys winning together.

ROLE DESCRIPTION:
As an Insurance Account Representative for The Dan Schmidt Agency, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.

We believe great results come from consistency and teamwork. Our office offers ongoing sales challenges and recognition programs that reward effort, activity, and performance. New hires can take advantage of fast-start incentives, while experienced team members have opportunities to earn cash bonuses, gift cards, extra paid time off, and ongoing recognition for exceeding expectations.

RESPONSIBILITIES:

• Provide information about insurance products and services.
• Assist clients with policy applications and renewals.
• Handle client inquiries and provide timely responses.
• Maintain accurate records of client interactions.

QUALIFICATIONS:

• Strong communication and interpersonal skills.
• Detail-oriented and able to multitask.
• Experience in customer service or sales preferred.
• Current NYS Property and Casualty License required
• Current NYS Life, Accident, and Health preferred