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Financial Account Representative – State Farm Agent Team Member

Twitty Insurance

Illinois

On-site

USD 38,000 - 55,000

Full time

7 days ago
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Job summary

Join a dynamic insurance agency where you'll play a vital role in supporting clients and enhancing their experience. As a Financial Account Representative, you will leverage your sales skills and customer service expertise to build lasting relationships and help clients navigate their insurance needs. This position offers significant growth potential, allowing you to thrive in a supportive environment while contributing to your community. With a competitive salary and commission structure, your hard work will be rewarded as you advance your career in the insurance industry.

Benefits

Paid Time Off
Health Benefits
Profit Sharing
Growth Potential

Qualifications

  • Dedicated to customer service and sales experience preferred.
  • Able to obtain necessary licenses for insurance.

Responsibilities

  • Establish customer relationships and provide accurate customer service.
  • Educate customers about insurance options and promote business development.

Skills

Customer Service
Sales Experience
Marketing

Education

Property and Casualty License
Life/Health License

Job description

Full Time in Schaumburg, IL

Financial Account Representative – State Farm Agent Team Member

Role Description

Brett Twitty is seeking an organized and efficient specialist to fulfill administrative duties and support insurance agents in gaining and keeping customers. As a Financial Representative with our agency, your attention to detail, dedication to client relations, and sales-mindedness will equip you for this versatile position. Your contributions as a motivated professional who thrives in a fast-paced environment will pave the way for career growth and increased income. We look forward to incorporating your energy and marketing perspective into our team as we build success together.

Responsibilities

  • Establish customer relationships and follow up with customers as needed.
  • Provide prompt, accurate, and friendly customer service, including responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
  • Use a customer-focused, needs-based review process to educate customers about insurance options.
  • Communicate effectively to meet customer needs while promoting business development.

Qualifications

  • Dedicated to customer service
  • Sales experience (outside sales, inside sales, retail, or telemarketing) preferred
  • Able to obtain Property and Casualty License
  • Able to obtain a Life/Health License
  • Able to achieve marketing goals collaboratively
  • Interested in marketing products and services based on customer needs

Benefits

  • Salary plus commission/bonus
  • Paid time off (vacation and sick days)
  • Health benefits
  • Profit sharing
  • Growth potential and opportunities for advancement within the office

About Brett Twitty

  • Over 70 years of industry experience
  • Home, Business, and Evening Appointments Available
  • State Farm Employee since 2002
  • Second Generation State Farm Agent
  • We welcome transfers from other states
  • Alumnus of the University of Iowa

Hours: Weekdays 9-5

Compensation: $38,000 - $55,000 per year

Note: State Farm agents are independent contractors who hire their own employees. Employees are not employees of State Farm. Agents are responsible for employment decisions.

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