Account Representative

Account Representative

This opportunity is a customer service and sales position within a successful STATE FARM Agency. The agency is a dynamic organization backed by many years of industry experience. It is a vital role for the agency, as it involves both the acquisition (proactive & reactive) of new business and the effective servicing of existing policies and households.

Insurance Customer Service Representative Requirements

• Property and casualty license strongly preferred
• Minimum one-year insurance or financial services sales experience preferred
• A genuine care and concern for people and their insurance needs
• The ability to multi-task while utilizing a tech-savvy approach to sales and service
• The ability to work within a team concept in a fun, fast-paced office environment
• Must be able to persevere through difficult client interactions

Insurance Customer Service Representative Responsibilities

• Servicing of existing customers/households
• Engaging in proactive policy retention strategies
• Quoting and preparation of insurance proposals
• Setting and conducting Insurance and Financial Reviews (IFR's)
• Being personally responsible for hitting team and individual sales goals
• Assisting the agent with various research and follow-up tasks

Insurance Sales Representative Benefits

• Competitive base salary
• Highly competitive commission structure
• Bonus possible based on performance
• Defined track to agency ownership

If you meet the one-year experience requirement and feel you would be a good fit for this position, please apply and we will follow up with next steps