Insurance Account Rep - Build Relationships & Growth (Simple IRA)

Mike Martin - State Farm Agent

Punta Gorda (FL)

On-site

USD 38,000 - 60,000

Full time

2 days ago
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Benefits offered by this job

Simple IRA

Job summary

Mike Martin - State Farm Agent in Punta Gorda, FL seeks a driven Insurance Account Representative to build client relationships and promote auto, home, life, and other insurance products. You will handle inquiries, educate customers on options, and develop leads while representing a respected State Farm agent team in the local community.

The role emphasizes meeting sales goals, strong communication, and a customer-first approach, with opportunities to market services and advance professionally

Qualifications

  • Successful track record of meeting sales goals/quotas preferred.
  • Interest in marketing products and services based on customer needs.
  • Excellent interpersonal skills.
  • Excellent communication skills - written, verbal and listening.
  • People-oriented mindset.
  • Self-motivated and proactive.
  • Detail oriented and organized.

Responsibilities

  • Provide prompt, accurate, and friendly customer service regarding insurance availability, coverages, policy changes, transfers, claims, and billing.
  • Use a needs-based review process to educate customers about insurance options.
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

Skills

Sales targets
Customer service
Communication skills
Interpersonal skills
Marketing
Needs-based selling
CRM software

Tools

CRM software

Job description

Mike Martin - State Farm Agent in Punta Gorda, FL seeks a driven Insurance Account Representative to build client relationships and promote auto, home, life, and other insurance products. You will handle inquiries, educate customers on options, and develop leads while representing a respected State Farm agent team in the local community.

The role emphasizes meeting sales goals, strong communication, and a customer-first approach, with opportunities to market services and advance professionally

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