Account Manager

Rodriguez Insurance & Financial Serivces Inc; Town of Texas (WI); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Group Life Insurance

Hourly pay + commission

Health benefits

Paid time off

Valuable experience

Growth potential

Job summary

Rodriguez Insurance & Financial Serivces Inc is seeking an Office Representative within a State Farm agent team to drive customer value and activity. You will engage clients, present insurance options, and support growth through targeted outreach and relationship building.

The role emphasizes high-quality customer experiences, sales-driven incentives, and opportunities for advancement within the agency. Licensing requirements will be pursued after onboarding.

Qualifications

• Interest in marketing products and services based on customer needs.
• Excellent interpersonal skills and communication abilities.
• People-oriented and self-motivated with proactive problem solving.
• Ability to present to potential customers and meet marketing goals.
• Willingness to obtain appropriate property/casualty and life/health licenses.

Responsibilities

• Establish customer relationships and follow up with customers as needed.
• Use a needs-based process to educate customers about insurance options.
• Work with the agent to establish and meet marketing goals.
• Develop leads, schedule appointments, identify customer needs, and market products.

Skills

Interpersonal skills

Communication skills

People-oriented

Self-motivated

Problem solving

Presentation skills

Marketing interest

Job description

Job Description

Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Office Representative - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.

Responsibilities

• Establish customer relationships and follow up with customers, as needed.
• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Work with the agent to establish and meet marketing goals.
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

As an Agent Team Member, you will receive...

• Group Life Insurance Benefits
• Hourly pay plus commission/bonus
• Health benefits
• Paid time off (vacation and personal/sick days)
• Valuable experience
• Growth potential/Opportunity for advancement within my agency

Requirements

• Interest in marketing products and services based on customer needs
• Excellent interpersonal skills
• Excellent communication skills - written, verbal and listening
• People-oriented
• Self-motivated
• Proactive in problem solving
• Ability to make presentations to potential customers
• Achieve mutually agreed upon marketing goals
• Property and Casualty license (must be able to obtain)
• Life and Health license (must be able to obtain)

This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm.