Insurance Account Representative

Mark Zion - State Farm Agency; Wailuku (HI); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Bonuses and commissions

Paid time off (PTO)

Career advancement

Job summary

gobravvo seeks an Insurance Account Representative to be the primary contact for clients, delivering tailored insurance solutions and exceptional service.

You will identify client needs, market products, develop leads, schedule appointments, and collaborate with the agency team to meet marketing objectives. This role emphasizes professional growth and community impact, with licensing in Property & Casualty, Life, and Health expected.

Qualifications

• Previous sales experience is preferred.
• Demonstrated success in meeting sales goals or quotas is an asset.
• Excellent interpersonal skills and the ability to relate effectively to clients.

Responsibilities

• Develop leads through networking, referrals, and marketing initiatives.
• Schedule and conduct appointments with prospective and existing clients to assess their insurance needs.
• Market and recommend appropriate insurance products and services based on client requirements.
• Collaborate with agency team members to establish and achieve marketing and sales goals.
• Maintain accurate records of client interactions and transactions to ensure excellent customer service.
• Demonstrate a strong work ethic and commitment to agency success on a daily basis.
• Build and maintain long‑term client relationships to foster trust and retention.

Skills

Sales experience

Interpersonal skills

Ability to meet sales goals

Job description

The Insurance Account Representative plays a pivotal role within a dynamic agency environment, serving as a primary point of contact for clients and supporting the business's overall success. As an Insurance Account Representative, you will be responsible for building and nurturing strong customer relationships, ensuring that each client receives exceptional service and tailored insurance solutions. This position requires a proactive approach to marketing insurance products and services, collaborating with agency team members, and maintaining a high standard of professionalism in every client interaction.

Working as an Insurance Account Representative provides an excellent opportunity to develop your career in the insurance industry while making a positive impact on your community. The role focuses on identifying customer needs, offering appropriate insurance solutions, and ensuring long‑lasting client satisfaction. You will help drive agency growth by developing leads, scheduling appointments, and consistently meeting or exceeding marketing objectives. Your ability to communicate effectively and understand client concerns will be essential in representing the agency’s values and mission.

This position offers a collaborative work environment where teamwork and dedication are highly valued. As part of the agency team, you will contribute to both individual and agency‑wide success by supporting marketing initiatives and striving to meet daily and long‑term goals. You will also have the chance to advance professionally, gaining valuable experience that can open doors to future opportunities within the insurance field.

Insurance Account Representatives are encouraged to pursue continuous improvement and professional growth. If you are an attentive, sociable, and sales‑minded professional, this role provides the ideal platform for you to expand your skills, contribute to your agency’s mission, and deliver outstanding service to clients. The agency prides itself on fostering an inclusive and supportive atmosphere, where every team member’s contributions are recognized and valued.

Insurance Account Representative - Summary

• Serve as a primary liaison for clients, ensuring their insurance needs are met with professionalism and care.
• Actively support agency operations by developing client relationships and delivering tailored insurance solutions.
• Engage with the community by marketing insurance products and representing the agency’s mission and values.

Duties & Responsibilities

• Develop leads through networking, referrals, and marketing initiatives.
• Schedule and conduct appointments with prospective and existing clients to assess their insurance needs.
• Market and recommend appropriate insurance products and services based on client requirements.
• Collaborate with agency team members to establish and achieve marketing and sales goals.
• Maintain accurate records of client interactions and transactions to ensure excellent customer service.
• Demonstrate a strong work ethic and commitment to agency success on a daily basis.
• Build and maintain long‑term client relationships to foster trust and retention.

Salary & Benefits

• Competitive base salary with opportunities for bonuses and commissions.
• PTO including vacation and personal/sick days to promote work‑life balance.
• Valuable experience gained in a supportive agency environment.
• Opportunities for career advancement and professional growth within the agency.

Qualifications & Requirements

• Previous sales experience (such as inside sales, outside sales, retail sales associate, or telemarketing) is preferred.
• Demonstrated success in meeting sales goals or quotas is an asset.
• Excellent interpersonal skills and the ability to relate effectively to clients.
• Active Property & Casualty license required.
• Active Life and Health license required.

Ideal Candidate Snapshot

• Attentive, sociable, and motivated to succeed in a sales‑driven environment.
• Team‑oriented with a strong commitment to customer satisfaction.
• Organized and detail‑oriented with a passion for helping others.
• Proactive, eager to learn, and committed to ongoing professional development.

Other Relevant Information

• This position is with an independent contractor agent affiliated with a major insurance provider.
• Employment requires successful completion of applicable licensing requirements and training programs.
• Employees in this role are not employees of the parent insurance company but are hired directly by the independent agency.

We are an Equal Opportunity Employer and welcome applications from candidates of all backgrounds and experience levels.