Growth-Oriented Insurance Account Specialist

Don Guzman - State Farm Agent; Stockton (CA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Simple IRA

Flexible schedule

Paid time off

Training & development

Bonus based on performance

Competitive salary

Job summary

Don Guzman Insurance Agency Inc. is seeking an Account Representative to support daily operations and serve customers with care. You will grow the agency by building relationships, educating clients about insurance options, and cross-selling relevant products.

We value a friendly, outgoing, and sales-minded professional who is eager to learn, support local communities, and contribute to a collaborative team. Training and development are provided, with a focus on work-life balance and growth.

Qualifications

• Interest in marketing products and services based on customer needs.
• Excellent communication skills - written, verbal and listening.
• People oriented.
• Detail oriented.
• Proactive in problem solving.
• Able to learn computer functions.
• Ability to work in a team environment.

Responsibilities

• Establish customer relationships and follow up with customers, as needed.
• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

Skills

Customer service

Communication

Teamwork

Problem solving

Learning quickly

Tools

CRM software

Microsoft Office

Job description

Don Guzman Insurance Agency Inc. is seeking an Account Representative to support daily operations and serve customers with care. You will grow the agency by building relationships, educating clients about insurance options, and cross-selling relevant products.

We value a friendly, outgoing, and sales-minded professional who is eager to learn, support local communities, and contribute to a collaborative team. Training and development are provided, with a focus on work-life balance and growth.