Insurance Account Representative

Tyler Johnson Insurance - Allstate; Walnut Creek (CA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Simple IRA

Licensing paid by agency

Bonus based on performance

Competitive salary

Dental insurance

Health insurance

Opportunity for advancement

Paid time off

Training & development

Vision insurance

Job summary

Tyler Johnson Insurance - Allstate is seeking an Insurance Account Representative to drive growth and build lasting client relationships. The ideal candidate will possess excellent communication skills, a sales-driven mindset, and a passion for helping clients achieve their insurance needs. Responsibilities include generating leads, educating clients, and maintaining accurate records. Opportunities for advancement are available for high performers. Join our dynamic team in Walnut Creek, California, and thrive in a rewarding environment.

Qualifications

• Excellent communication and relationship-building abilities.
• Experience in sales or customer service preferred.
• Goal-oriented and motivated by achieving measurable results.
• Ability to manage multiple priorities and work effectively in a fast-paced environment.

Responsibilities

• Generate leads and actively pursue new business opportunities.
• Educate clients about insurance products and recommend appropriate coverage options.
• Foster strong client relationships through regular follow-ups and proactive communication.
• Maintain accurate client records and manage policy updates efficiently.

Skills

Excellent communication

Relationship-building abilities

Sales experience

Customer service expertise

Goal-oriented

Time management

Job description

Benefits

• Simple IRA
• Licensing paid by agency
• Bonus based on performance
• Competitive salary
• Dental insurance
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Vision insurance

Role Description

As a Insurance Account Representative with Tyler Johnson Insurance - Allstate, you will play a key role in driving the growth and success of our insurance agency. Your proactive approach, sales aptitude, and commitment to building lasting relationships with clients will set you apart. This position is perfect for someone who thrives on identifying customer needs, delivering tailored insurance solutions, and consistently exceeding sales goals.

In this role, you’ll combine exceptional communication skills, a sales-driven mindset, and a passion for helping people. You’ll have the opportunity to develop professionally while contributing to the agency’s success. We are excited to meet driven, sales-focused candidates who are eager to grow within our agency. High performers can anticipate opportunities for advancement.

Responsibilities

• Generate leads and actively pursue new business opportunities.
• Educate clients about insurance products and recommend appropriate coverage options.
• Foster strong client relationships through regular follow-ups and proactive communication.
• Maintain accurate client records and manage policy updates efficiently.

Qualifications

• Excellent communication and relationship-building abilities.
• Experience in sales or customer service preferred.
• Goal-oriented and motivated by achieving measurable results.
• Ability to manage multiple priorities and work effectively in a fast-paced environment.