Insurance Account Representative — Growth & Impact

Tracey Ganner; Bradenton (FL); On-site; USD 42,000 - 60,000; Full time

Job summary

Tracey Ganner Agency in Bradenton, FL is seeking an Insurance Account Representative to join their State Farm team. You will build customer relationships and promote auto, home and life insurance products within the community.

Responsibilities include establishing relationships, responding to inquiries, guiding customers with a needs-based approach, and developing leads. The role offers growth potential and a pathway to licensing requirements as an agent team member.

Qualifications

• Sales experience in insurance or related field is preferred.
• Strong written and verbal communication skills.
• Customer-focused with needs-based approach.
• Ability to obtain required state licenses (P&C, Life & Health).

Responsibilities

• Establish customer relationships and follow up with customers, as needed.
• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

Skills

Sales experience

Excellent communication

People-oriented

Organizational skills

Self-motivated

Teamwork

Multi-tasking

Marketing experience

Needs assessment

Education

Property and Casualty license (to obtain)

Life and Health license (to obtain)

Job description

Tracey Ganner Agency in Bradenton, FL is seeking an Insurance Account Representative to join their State Farm team. You will build customer relationships and promote auto, home and life insurance products within the community.

Responsibilities include establishing relationships, responding to inquiries, guiding customers with a needs-based approach, and developing leads. The role offers growth potential and a pathway to licensing requirements as an agent team member.