Account Representative - State Farm Agent Team Member

Walter Casanas - State Farm Agent; Hillsborough Township (NJ); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Flexible schedule

Free uniforms

Opportunity for advancement

Paid time off

Training & development

Job summary

Walter Casanas State Farm Agency is seeking a motivated Account Representative to grow our client base by building meaningful relationships and advising on insurance solutions. You will quote Auto, Life, Home, and Renters coverages tailored to customer needs, while diligently documenting every interaction in the agency system.

Ideal candidates are sales-minded, dependable, and able to work well within a collaborative team, with licensing in Personal Lines and Life Insurance in New Jersey.

Qualifications

• Must be licensed in Personal Lines and Life insurance in New Jersey.
• Confident, professional communicator with outbound sales experience.
• Team-oriented, coachable, and able to follow established agency systems.

Responsibilities

• Contact prospective customers and respond promptly to new leads.
• Quote and present Auto, Life, Home, Renters and other insurance products based on customer needs.
• Follow the agency's sales process and document interactions in the agency system.
• Work as a team to support opportunities and help reach agency goals.
• Participate in team training, coaching, and performance reviews.

Skills

Personal Lines license

Life insurance license

Outbound sales

Strong communicator

Tools

Agency CRM

Job description

Benefits:

• Bonus based on performance
• Competitive salary
• Flexible schedule
• Free uniforms
• Opportunity for advancement
• Paid time off
• Training & development

ROLE DESCRIPTION:

As an Account Representative for Walter Casanas State Farm Agency, you are vital to our daily business operations and agency success. You grow our agency through meaningful customer relations and acting as an advisor for the needs of our potential and existing customers. You improve the lives of our customers by positioning relevant products and services that best fit their needs.

Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.

• Responsibilities
  • Contact prospective customers and respond promptly to new leads.
  • Quote and present Auto, Life, Home, Renters and other insurance products based on customer needs.
  • Consistently follow up with prospects and move opportunities toward a decision.
  • Accurately document every customer interaction, follow-up, and lead status in the agency system.
  • Follow the agency's established sales process.
  • Work as a team - support shared opportunities, assist teammates when needed, and help the office reach its overall goals.
  • Participate in team training, coaching, and performance reviews.
• Requirements
  • Personal Lines and Life insurance licenses in New Jersey: The agency will cover the cost of the licensing coursework; however, candidates must be fully licensed prior to starting the position.
  • Confident, professional communicator who is comfortable making outbound calls and presenting insurance solutions.
  • Team-oriented, coachable, and willing to follow established agency systems.
  • Dependable, organized, and consistent with follow-up and documentation.
  • Goal-oriented with a positive attitude and willingness to learn.
  • Able to work effectively both independently and as part of a collaborative sales team.