Account Representative - State Farm Agent Team Member

Spencer-Hall---State-Farm-Agent; Portland (OR); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Paid time off

401(k) matching

Licensing cost reimbursement

Commission opportunity

Free office snacks

Job summary

Spencer-Hall State Farm Agent is seeking a highly motivated Account Manager to join our insurance sales team. This full-time role focuses on cold and warm calls from agency leads, service, and closing sales to grow our customer base and portfolio. You’ll work directly with prospects and report to the Office Manager.

No prior insurance experience required; on-the-job training provided. You must be able to obtain Property & Casualty and Life & Health licenses within six weeks of offer.

Qualifications

• At least 1 year of sales experience; 2–3 years preferred.
• Associate's degree or equivalent work experience.
• Ability to obtain Property & Casualty and Life & Health licenses within 6 weeks of offer.
• Proficient in Windows, Microsoft Office and Teams; CRM/eCRM experience a plus.
• Proven track record of meeting/exceeding sales goals.
• Excellent communication skills, both verbal and written.
• Ability to work independently and multitask in a fast-paced environment.
• Detail-oriented with strong organizational skills and the ability to multitask.

Responsibilities

• Run quotes and make contact with prospective customers from the provided sales leads.
• Using a needs-based review process, market State Farm products and services directly to prospective customers.
• Engage with customers in a friendly, professional manner over the phone, in-person and through text, and email.
• Conduct New Customer Orientations, Policy Reviews, and product specific meetings with all new customers.
• Complete any underwriting follow-up for all new policies written.
• Manage weekly/monthly/quarterly/yearly sales goals.

Skills

Sales experience

Communication skills

Cold calling

CRM software

Multitasking

Education

Associate's degree or equivalent

Tools

Windows

Microsoft Office

Teams

CRM/eCRM

Job description

Benefits

• Health insurance
• Paid time off
• 401(k) matching

Are you interested in a career in sales/marketing? Are you outgoing and tech-savvy? If you answered ‘yes’ to these questions, our Account Manager position may be the perfect job for you! We are seeking a highly motivated, enthusiastic individual to join our team of Insurance professionals. Our team specializes in promoting State Farm's diverse portfolio of insurance and financial service products and is an independent State Farm Agency.

No insurance experience? No problem! On-the-job training will be provided for all insurance related duties. Applicants must be willing/able to procure a Property & Casualty and Life & Health Insurance producer license prior to starting and within 6 weeks of job offer.

Job Overview

This full-time sales position will interact directly with prospective customers to further grow our Agency’s customer base and portfolio. The majority of the role’s responsibilities revolve around making cold/warm sales calls from agency provided leads, following up on these leads, and closing sales- turning potential clients into life-long customers. This position will report directly to the Office Manager.

Responsibilities

• Run quotes and make contact with prospective customers from the provided sales leads.
• Using a needs-based review process, market State Farm products and services directly to prospective customers.
• Engage with customers in a friendly, professional manner over the phone, in-person and through text, and email.
• Conduct New Customer Orientations, Policy Reviews, and product specific meetings with all new customers.
• Complete any underwriting follow-up for all new policies written.
• Manage weekly/monthly/quarterly/yearly sales goals.

Requirements

• At least 1 years of Sales experience required, 2-3 years of experience preferred
• Associate's degree -OR- equivalent work experience preferred
• Ability to obtain Property & Casualty and Life & Health Insurance producer licenses within the specified time frame
• Proficient in Windows, Microsoft Office and Teams; Experience with CRM or eCRM programs is a plus
• Proven track record of meeting/exceeding sales goals
• Excellent communication skills, both verbal and written
• Ability to work independently and prioritize tasks in a fast-paced environment
• Detail-oriented with strong organizational skills and the ability to multitask

Benefits

• Salary base pay of $45,000 - $55,000 per year DoE, $50,000 - $65,000 with commission
• Monday-Friday, with an emphasis on Work-Life Balance
• Paid time off; both vacation and sick leave
• Health and Dental Insurance
• 401k Matching
• Reimbursement of all Licensing costs/fees after 90-day probationary period
• Free snacks and drinks provided in office

State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.