Insurance Account Representative - State Farm Agent Team Member

Heather Ladd - State Farm Agent; Anacortes (WA); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Paid Volunteer Time

Professional Development

Community Involvement

Monthly Team Bonus

License fees reimbursed

Bonus based on performance

Competitive salary

Opportunity for advancement

Paid time off

Training & development

401(k) matching

Job summary

Heather Ladd Insurance Agency, Inc. is seeking an Insurance Account Representative in Anacortes, WA to strengthen customer relationships and grow the agency through informed product recommendations.

You will act as a liaison between customer needs and agency departments, guiding clients toward suitable insurance solutions. As a sociable, sales-minded professional, you will deliver proactive marketing of relevant products and services while maintaining high-quality customer service and accurate

Qualifications

• Communication and interpersonal skills.
• Sales experience (outside sales or inside sales representative, retail sales, or telemarketing) preferred.
• Detail-oriented and able to multitask.
• Experience in customer service or sales preferred.
• Obtain Property, Casualty, Life and Health Insurance Licenses for the state of Washington

Responsibilities

• Use exemplary communication to efficiently meet the needs of customers while promoting the development of our business.
• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Provide information about insurance products and services.
• Assist customers with policy applications and renewals.
• Handle customer inquiries and provide timely responses.
• Able to meet mutually agreed upon marketing and sales goals
• Maintain accurate records of customer interactions.

Skills

Communication

Sales experience

Detail-oriented

Multitasking

Job description

Benefits:

• Paid Volunteer Time
• Professional Development
• Community Involvement
• Monthly Team Bonus
• License fees reimbursed
• Bonus based on performance
• Competitive salary
• Opportunity for advancement
• Paid time off
• Training & development
• 401(k) matching

ROLE DESCRIPTION:

As an Insurance Account Representative for Heather Ladd Insurance Agency, Inc., you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.

Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.

RESPONSIBILITIES:

• Use exemplary communication to efficiently meet the needs of customers while promoting the development of our business.
• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Provide information about insurance products and services.
• Assist customers with policy applications and renewals.
• Handle customer inquiries and provide timely responses.
• Able to meet mutually agreed upon marketing and sales goals
• Maintain accurate records of customer interactions.

QUALIFICATIONS:

• Communication and interpersonal skills.
• Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
• Detail-oriented and able to multitask.
• Experience in customer service or sales preferred.
• Obtain Property, Casualty, Life and Health Insurance Licenses for the state of Washington