Insurance Account Rep — Growth, Benefits & Training

Julie Whitaker

Mechanicsville (VA)

On-site

USD 36,000 - 50,000

Full time

2 days ago
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Benefits offered by this job

Health insurance
Paid time off
Vision insurance
401(k) matching
Company parties
Dental insurance

Job summary

Julie Whitaker in Mechanicsville, VA is seeking an Insurance Account Representative to join a State Farm agent team. The role emphasizes building customer relationships, delivering prompt service, and explaining insurance options to clients.

You will work full-time with salary plus commission/bonus, plus benefits like health insurance and PTO. Prior licensure in Property & Casualty is required, with Life & Health licensing achievable.

Qualifications

  • Excellent communication skills - written, verbal and listening.
  • People-oriented and customer-focused.
  • Organizational skills and the ability to multitask.
  • Self-motivated with a proactive approach to work.
  • Property and Casualty license (must have currently).
  • Life and Health license (must be able to obtain).

Responsibilities

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

Skills

Excellent communication
People-oriented
Organizational skills
Self-motivated
Timely and accurate work
Team collaboration
Multi-tasking
Property and Casualty license
Life and Health license

Job description

Julie Whitaker in Mechanicsville, VA is seeking an Insurance Account Representative to join a State Farm agent team. The role emphasizes building customer relationships, delivering prompt service, and explaining insurance options to clients.

You will work full-time with salary plus commission/bonus, plus benefits like health insurance and PTO. Prior licensure in Property & Casualty is required, with Life & Health licensing achievable.

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