Insurance Account Representative

gobravvo; Oxford (PA); Vor Ort; USD 40.000 - 60.000; Vollzeit

Benefits dieser Stelle

Commissions

Bonuses

Health benefits

Paid time off

Flexible hours

Retirement plan

Licensing sponsorship

Sign-on bonus

Zusammenfassung

gobravvo is seeking an Insurance Account Representative to build and maintain client relationships while educating customers on insurance, banking, lending, and investment options. The role emphasizes a consultative approach, with licensing sponsorship and a base salary plus commissions.

This full-time opportunity targets individuals who excel in customer engagement, marketing, and sales within a collaborative agency environment and are eager for long-term career growth in the insurance industry.

Qualifikationen

• Excellent verbal and written communication skills
• Detail-oriented with strong organizational and multi-tasking skills
• Proactive problem-solving abilities
• Comfortable learning and using computer systems and client management software
• Ability to work effectively in a team environment
• Retail sales experience encouraged
• Property and Casualty licensing is highly recommended
• Ability to complete licensing and training programs successfully

Aufgaben

• Establish and maintain strong client relationships through effective communication and follow-up
• Educate clients about insurance, banking, lending, and investment products
• Develop leads, schedule client appointments, and identify customer needs
• Market appropriate products and services to clients and schedule investment consultations
• Follow established process flows using the agency’s client management system
• Proactively resolve client inquiries and issues
• Support agency growth by achieving sales and service objectives

Kenntnisse

Customer service

Communication

Detail-oriented

Problem-solving

Teamwork

Sales experience

Ausbildung

Property and Casualty licensing recommended

Tools

CRM systems familiarity

Client management software

Jobbeschreibung

Insurance Account Representative

Join a dynamic team as an Insurance Account Representative, where you will play a pivotal role in assisting clients with their insurance and financial service needs. This full-time opportunity is ideal for individuals who are passionate about providing exceptional customer service, fostering client relationships, and helping others make informed decisions about their insurance coverage. The Insurance Account Representative position offers a rewarding environment for those who thrive in a client-focused, collaborative setting and are eager to build a long-term career in the insurance industry.

As an Insurance Account Representative, you will be responsible for establishing and maintaining relationships with clients by understanding their unique insurance and financial requirements. You will engage with prospects and existing customers through a consultative approach, utilizing approved processes and client management systems to ensure consistent follow-up and high-quality service. This role includes educating clients about a wide range of insurance products, banking options, investment opportunities, and lending solutions designed for both individuals and small business owners. By developing leads, scheduling appointments, and identifying the most suitable products for each client, you will directly contribute to the agency’s success and growth.

This position is perfect for someone with a strong interest in marketing, sales, and customer engagement. Excellent communication skills - both written and verbal - are essential, as you will interact with clients via phone, email, and in-person meetings. The ideal candidate is detail-oriented, proactive in addressing client needs, and comfortable working with technology. Experience in retail sales and a background in insurance, particularly with property and casualty licensing, are highly beneficial. Comprehensive training and support are provided, and the agency will sponsor licensing costs for qualified candidates.

Employees in this role enjoy a supportive work environment with opportunities for professional growth and advancement. The agency values team collaboration and offers a range of benefits, including base salary with commissions and bonuses, supplemental health benefits, paid time off, flexible hours, retirement plan eligibility, agency-sponsored licensing, and a sign-on bonus for fully licensed applicants. This is an excellent chance to develop your skills, contribute to a successful agency, and make a meaningful impact in the lives of clients.

Insurance Account Representative - Summary

• Full-time position focused on client relationship management and insurance product education
• Integral role within a respected insurance agency
• Opportunities for growth and advancement within the agency
• Supportive, team-oriented work environment

Duties & Responsibilities

• Establish and maintain strong client relationships through effective communication and follow-up
• Utilize customer-focused, needs-based review processes to educate clients about insurance, banking, lending, and investment products
• Develop leads, schedule client appointments, and identify customer needs
• Market appropriate products and services to clients and schedule investment consultations for the Agent
• Follow established process flows and procedures using the agency’s client management system
• Proactively resolve client inquiries and issues
• Support agency growth by achieving sales and service objectives

Salary & Benefits

• Competitive base salary with commissions and potential for bonuses
• Supplemental health benefits
• Paid time off for vacation, personal, and sick days
• Flexible working hours
• Eligibility for retirement plan benefits after 60 days
• Agency-sponsored licensing for qualified applicants
• Sign-on bonus available for applicants with current Property, Casualty, Life, & Health Insurance licenses
• Professional development and advancement opportunities

Qualifications & Requirements

• Interest in marketing and promoting insurance products and services based on client needs
• Excellent verbal and written communication skills, including strong listening abilities
• Detail-oriented with strong organizational and multi-tasking skills
• Proactive problem-solving abilities
• Comfortable learning and using computer systems and client management software
• Ability to work effectively in a team environment
• Retail sales experience is encouraged
• Property and Casualty insurance licensing is highly recommended
• Ability to complete all required licensing and training programs successfully

Ideal Candidate Snapshot

• Outgoing and personable, with a genuine interest in helping others
• Highly motivated and goal-oriented
• Exceptional listening and problem-solving skills
• Comfortable with technology and process-driven tasks
• Able to adapt to changing client needs and agency priorities
• Looking for a long-term career with advancement opportunities

Other Relevant Information

• State Farm agents are independent contractors who hire their own employees
• Employees of State Farm agents are not employees of State Farm
• All hiring decisions are made by the agent and not by State Farm
• Applicants must successfully complete all applicable licensing requirements and training programs