Account Representative - State Farm Agent Team Member

Angielewis; Crystal River (FL); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Comprehensive training and professional development

401(k)

Bonus based on performance

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Job summary

A local insurance agency in Crystal River is seeking an Account Representative. In this role, you will focus on cultivating long-term client relationships, addressing customer needs, and driving sales for insurance products. The ideal candidate is personable, self-motivated, and comfortable engaging with diverse clients. You'll also have opportunities for professional growth, including training and development within a supportive team environment.

Qualifications

• Strong interpersonal and communication skills with a customer-centric mindset.
• Demonstrated ability to meet or exceed sales targets.
• Comfortable engaging in sales conversations and building rapport.

Responsibilities

• Develop long-term client relationships to increase retention.
• Conduct thorough policy reviews and provide recommendations.
• Address complex customer concerns with professionalism.
• Prospect new clients through networking and follow-ups.
• Manage leads provided by the agency to convert them.

Skills

Interpersonal skills

Communication skills

Sales skills

Organizational skills

Self-motivation

Tools

Agency management software

Job description

Benefits

• Comprehensive training and professional development
• 401(k)
• Bonus based on performance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off

Role Description

As an Account Representative at Angie Lewis State Farm Agency, you will play a key role in daily agency operations and client success. You will cultivate meaningful relationships with customers, identify their insurance and financial needs, and act as a trusted advisor. Your proactive approach will help grow our agency by marketing relevant products and services tailored to our clients. If you are personable, sales-driven, and community-focused, you will thrive in this role.

Responsibilities

• Develop and nurture long-term client relationships to increase retention and agency growth.
• Conduct thorough policy reviews and provide tailored recommendations to clients.
• Address and resolve complex customer concerns with professionalism and efficiency.
• Utilize your knowledge of State Farm’s insurance products to recommend, explain, and sell policies to both new and existing clients.
• Prospect new clients through calling, networking, and follow-up on leads.
• Actively work and manage leads provided by the agency to convert them into customers.
• Represent the agency at community events, fairs, and other outreach opportunities to promote products and services.
• Collaborate with team members to achieve agency sales goals and deliver outstanding customer service.
• Participate in ongoing training and development to enhance product knowledge and sales skills.

Qualifications

• Strong interpersonal and communication skills with a customer-centric mindset.
• Demonstrated ability to meet or exceed sales targets.
• Comfortable engaging in sales conversations and building rapport with diverse clients.
• Self-motivated, organized, and able to work independently as well as part of a team.
• Proficient with computer applications and willing to learn agency management software.