Account Representative - State Farm Agent Team Member

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