Account Representative - State Farm Agent Team Member

Angielewis; Ocala (FL); On-site; USD 35,000 - 50,000; 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 Ocala is seeking an Account Representative to manage client relationships and drive agency growth. The ideal candidate will excel in sales, possess strong communication skills, and be proactive in identifying insurance needs. Responsibilities include cultivating client relationships, conducting policy reviews, and marketing services. This position offers comprehensive training, a flexible schedule, and opportunities for advancement with a focus on community engagement.

Qualifications

• Comfortable engaging in sales conversations and building rapport with diverse clients.
• Self-motivated, organized, and able to work independently.
• Proficient with computer applications and willing to learn agency management software.

Responsibilities

• Develop and nurture long-term client relationships to increase retention.
• Conduct thorough policy reviews and provide tailored recommendations.
• Address and resolve complex customer concerns with professionalism.
• Utilize knowledge of insurance products to recommend policies.
• Prospect new clients through various channels.
• Represent the agency at community events.
• Collaborate with team members to achieve sales goals.
• Participate in ongoing training to enhance sales skills.

Skills

Strong interpersonal and communication skills

Sales-driven mindset

Ability to build rapport

Self-motivated and organized

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.