Account Representative – Insurance & Customer Growth

Alex Wakefield - State Farm Agent; Fairlawn (OH); On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

Commission

Paid time off

Growth potential

Job summary

Alex Wakefield - State Farm Agent is seeking an Account Representative to join their agent team in Ohio. You will engage customers through value-based conversations, educate on insurance options, and help grow the business with a strong customer experience.

Responsibilities include needs-based reviews, supporting marketing goals with the agent, and developing leads, scheduling appointments, and presenting suitable products.

Qualifications

• Interest in marketing products and services based on customer needs
• Excellent interpersonal skills
• Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
• People-oriented
• Self-motivated
• Ability to make presentations to potential customers
• Property and Casualty license (must be able to obtain)
• Life and Health license (must be able to obtain)

Responsibilities

• 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.

Skills

Interest in marketing products and ser

Excellent interpersonal skills

People-oriented

Self-motivated

Ability to make presentations

Licensing readiness (P&C)

Licensing readiness (Life & Health)

Job description

Alex Wakefield - State Farm Agent is seeking an Account Representative to join their agent team in Ohio. You will engage customers through value-based conversations, educate on insurance options, and help grow the business with a strong customer experience.

Responsibilities include needs-based reviews, supporting marketing goals with the agent, and developing leads, scheduling appointments, and presenting suitable products.