Insurance Account Representative

Chuck Weed - State Farm Agency; Oxford (PA); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Base salary + commissions

Bonuses

Health benefits

Paid time off

Flexible hours

Retirement plan

Sign-on bonus for licensed applicants

Job summary

Chuck Weed - State Farm Agency is seeking an Insurance Account Representative to build customer relationships, educate clients on insurance and financial options, and grow the agency’s business through lead development and appointment scheduling. The role offers base pay with commissions and bonuses, with licensing support and benefits.

The position emphasizes strong communication, teamwork, and the ability to multi-task in a fast-paced environment, with opportunities for personal and

Qualifications

• Excellent written and verbal communication abilities.
• Detail oriented with ability to multi-task.
• Proactive in solving problems.
• Able to learn computer functions and use CRM.
• Team-oriented work approach.
• Retail sales experience encouraged.
• Property & Casualty licensing strongly recommended.

Responsibilities

• Establish customer relationships and follow up with prospects and customers using the client management system.
• Educate customers about insurance, banking, lending, and investment options for individuals and small business owners.
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services; arrange investment appointments for the Agent.

Skills

Communication skills

Detail oriented

Multi-tasking

Problem solving

Team player

Retail sales experience

Licensing readiness (P&C)

Job description

About this position

Insurance Account Representative

Insurance Account Representative - State Farm Agent Team Member

Position Overview:

Are you outgoing and genuinely caring about others? Do you enjoy helping people? If you answered 'Yes' to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm compliance-approved insurance and financial service products.

Account Representative Responsibilities:

• Establish customer relationships, follow established process flows, procedures, and use our client management system as directed in order to follow up with prospects and customers.
• Use a customer-focused, needs-based review process to educate customers about our insurance, banking, lending, and investment options for both consumers and small business owners.
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services to meet those needs, plus schedule investment appointments for the Agent.

Annual Income range: $50,000 - $75,000+ including your Base Salary, plus commissions, & bonuses.

As an Agent Team Member, you will receive...

• Full-time Position
• Base Salary, plus commissions, and bonuses
• Supplement Health benefit
• Paid time off (vacation and personal/sick days)
• Flexible hours
• Retirement Plan Benefits eligible after 60 days
• Growth potential/Opportunity for advancement within my agency
• Licensing paid by agency
• Sign on Bonus for fully licensed applicants with Property, Casualty, Life, & Health Insurance licensing.

Account Representative Requirements:

• Interest in marketing products and services based on customer needs
• Excellent communication abilities - written with text and email; verbal in person and over the phone; and strong listening skills
• Detail oriented with the ability to multi-task
• Proactive in problem solving
• Able to learn computer functions
• Ability to work in a team environment
• Retail Sales Experience encouraged
• Property and Casualty licensing strongly recommended

If you are motivated to succeed, looking for a career instead of just another job, and you can see yourself in this role, please call 610-932-2400 to schedule your phone interview with Chuck. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm.

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