Account Representative - State Farm Agent Team Member

Angie Lewis; Ocala (FL); On-site; USD 34,000 - 46,000; Full time

Benefits offered by this job

Comprehensive training and development

401(k)

Bonus based on performance

Health insurance

Opportunity for advancement

Paid time off

Job summary

Angie Lewis Insurance Agency, Inc. in Ocala, FL is seeking an Account Representative to support day-to-day agency operations and customer success. You will cultivate client relationships, assess insurance and financial needs, and promote State Farm products to both new and existing clients.

You’ll prospect and convert leads, participate in community events, and work with a team to meet sales goals while delivering exceptional service. Training, benefits, and advancement opportunities are offered.

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.

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 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.

Skills

Interpersonal skills

Sales mindset

Customer-centric

Self-motivated

Team player

Computer literacy

Tools

Agency management software

Job description

Account Representative - State Farm Agent Team Member

Full Time in Ocala - FL

• Comprehensive training and professional development
• 401(k)
• Bonus based on performance
• 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.

Compensation $40,000,100,000.00 per year

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