Account Representative - State Farm Agent Team Member

State Farm; North Carolina; On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Bonus based on performance

Opportunity for advancement

Paid time off

Job summary

State Farm's Creedmoor, NC agency seeks an Account Representative to join our licensed team. This full-time role focuses on delivering tailored insurance solutions, building lasting client relationships, and growing our client base through proactive sales efforts.

You will explain policy features, negotiate terms, manage CRM-driven leads, and stay current with health, life, property and casualty products. Strong communication and sales skills are essential, with a customer-first mindset.

Qualifications

• Experience in outside sales or telemarketing within the insurance industry.
• Proven negotiation and closing skills with customers.
• Excellent communication skills; bilingual abilities are a plus.
• Customer relationship building with a focus on service.
• Knowledge of health, life, property and casualty insurance products and regulations.
• Proficiency with CRM systems and Microsoft Office.

Responsibilities

• Develop new business through outside sales, telemarketing, and community outreach.
• Build and maintain relationships to assess clients' insurance needs and offer coverage options.
• Conduct client consultations to explain policy features, benefits, and coverage clearly.
• Negotiate policy terms and premiums to meet client needs and guidelines.
• Manage sales administration using CRM systems to track leads, quotes, and policy details.
• Stay informed about insurance regulations, trends, and product offerings.
• Assist clients with benefits administration, claims processes, and policy renewals.

Skills

Outside sales

Negotiation

Communication

Client relationships

Insurance knowledge

MS Office

CRM systems

Analytical skills

Independent work

Marketing

Tools

CRM systems

Microsoft Office

Excel

Job description

Account Representative - State Farm Agent Team Member

Full Time in Creedmoor - NC - 27522

• Bonus based on performance
• Opportunity for advancement
• Paid time off

Job Overview

We are seeking a dynamic and customer-focused Insurance Agent to join our team. In this role, you will be responsible for providing clients with tailored insurance solutions, building lasting relationships, and expanding our client base through proactive sales efforts. The ideal candidate will possess strong communication skills, sales expertise, and a comprehensive understanding of various insurance products including health, life, property, and casualty insurance. This position offers an excellent opportunity for professional growth within a supportive environment committed to delivering exceptional service.

Responsibilities

• Develop new business through outside sales efforts, including telemarketing and community outreach
• Build and maintain strong relationships with clients to understand their insurance needs and provide appropriate coverage options
• Conduct client consultations to explain policy features, benefits, and coverage options clearly and effectively
• Negotiate policy terms and premiums to meet both client needs and company guidelines
• Manage sales administration tasks using CRM systems and other software tools to track leads, quotes, and policy details
• Stay informed about current insurance regulations, industry trends, and product offerings to provide accurate advice
• Assist clients with benefits administration, claims processes, and policy renewals

Skills

• Proven experience in outside sales, retail sales, or telemarketing within the insurance industry or related fields
• Strong negotiation skills with the ability to close sales effectively
• Excellent communication skills—bilingual abilities are a plus—capable of engaging clients across diverse backgrounds
• Customer relationship building expertise with a focus on delivering exceptional customer service
• Knowledge of health insurance, life insurance, property casualty insurance, commercial insurance products, and related regulations
• Proficiency in Microsoft Office Suite (Word, Excel) and CRM systems for sales administration and client management
• Analysis skills to assess client needs and recommend suitable coverage options
• Ability to work independently while collaborating effectively within a team environment
• Strong marketing acumen to identify opportunities for growth and client engagement

This role is ideal for motivated individuals passionate about helping clients protect their assets while advancing their careers in the insurance industry.

Compensation $45,000.00 - $60,000.00 per year

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