Account Associate - State Farm Agent Team Member

State Farm Agent; Hilliard (OH); On-site; USD 36,000 - 75,000; Full time

Benefits offered by this job

Opportunity for advancement

Training & development

401(k) matching

Bonus based on performance

Competitive salary

Job summary

Mike McClaskie - State Farm Agent in Ohio is seeking a results-driven Insurance Sales Associate to build and maintain a pipeline of new business through cold calling, networking, and local community involvement. You will assess client needs and present tailored coverage options.

You'll coordinate with underwriters, manage applications, and deliver onboarding to new policyholders, ensuring a smooth transition to service teams.

Qualifications

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

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.

Skills

Organizational skills

Customer service

Insurance experience

Job description

Role Description

• 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.

Benefits

• Opportunity for advancement
• Training & development
• 401(k) matching
• Bonus based on performance
• Competitive salary

Qualifications

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

Compensation: $36,000.00 - $75,000.00 per year

We're Hiring!

We are a very busy office and are looking for our next great team member. We are an established, growth-oriented agency with a team of highly motivated individuals. If you want to work in an environment that is fun, challenging, and rewarding, then Mike McClaskie - State Farm Agent may be the right fit for you!

About Our Agency

• Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.

If you want a career, not a job, then we encourage you to apply.

State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.