Insurance Account Representative

Jeff Burtis - State Farm Insurance Agent; Springfield (IL); On-site; USD 35,000 - 55,000; Full time

Job summary

Jeff Burtis - State Farm Insurance Agent in Springfield, IL is seeking an Insurance Account Representative to support customers with inquiries, policy changes, quotes, and claims questions. The role involves managing accounts, explaining coverage options, processing applications, and following up on leads to meet sales goals.

The position requires strong account management, customer service, and communication skills, with on-site work in a team-oriented environment focused on growth and

Qualifications

• Strong Account Management skills to support policy reviews, renewals, and ongoing customer relationships.
• Excellent Customer Service to respond promptly, handle concerns professionally, and provide a positive client experience.
• Clear Communication to explain insurance products and document interactions accurately.
• Sales skills to identify customer needs, present appropriate solutions, and achieve agency production goals.
• Training skills to learn new systems quickly and help teammates share best practices.

Responsibilities

• Assist new and existing customers with insurance inquiries, policy changes, quotes, and claims questions.
• Manage customer accounts and maintain accurate records in agency systems.
• Explain coverage options and process applications, following up on leads to support sales goals.
• Participate in outbound and inbound calls, set appointments, and collaborate with the agent and team to drive growth.

Skills

Account Management

Customer Service

Communication

Sales

Training

Education

High School Diploma

Associate or Bachelor's degree preferred

Tools

CRM Tools

Job description

Company Description

Jeff Burtis - State Farm Insurance Agent is dedicated to helping clients in Peoria and Springfield stay protected from unexpected events and plan confidently for the future. The office provides a range of insurance and financial services designed to support individuals and families at every stage of life. Team members focus on building long-term relationships with customers through personalized guidance and responsive support. The mission-driven culture emphasizes integrity, reliability, and community involvement. Applicants can expect to join a team that values professional growth and meaningful service to others.

Role Description

The Insurance Account Representative is a full-time, on-site role based in Springfield, IL. This position is responsible for assisting new and existing customers with insurance inquiries, policy changes, quotes, and claims-related questions. Daily activities include managing customer accounts, explaining coverage options, processing applications, and following up on leads to support sales goals. The role involves actively participating in outbound and inbound calls, setting appointments, and maintaining accurate records in agency systems. The Insurance Account Representative collaborates with the agent and team members to deliver excellent customer service, support marketing campaigns, and contribute to the overall growth of the agency.

Qualifications

• Candidates should possess strong Account Management skills to support policy reviews, renewals, and ongoing customer relationships.
• Candidates should possess excellent Customer Service skills to respond promptly, handle concerns professionally, and provide a positive client experience.
• Candidates should possess clear Communication skills, including the ability to explain insurance products and document interactions accurately.
• Candidates should possess Sales skills to identify customer needs, present appropriate solutions, and achieve agency production goals.
• Candidates should possess Training skills, including the ability to learn new systems and processes quickly and help teammates share best practices.
• Relevant qualifications include a high school diploma or equivalent (associate or bachelor's degree preferred), comfort with computers and CRM tools, and the ability to work on-site full time in Springfield, IL.
• Property and Casualty and/or Life and Health insurance licenses in Illinois (or willingness to obtain them promptly) are highly beneficial.
• Strong organizational skills, attention to detail, reliability, and a commitment to ethical, inclusive, and non-discriminatory customer interactions are essential.