Insurance Account Representative - State Farm Agent Team Member

Insuranceofeverett; Everett (WA); On-site; USD 35,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Bonus based on performance

Opportunity for advancement

Paid time off

401(k)

Job summary

A local insurance agency in Everett, WA, is seeking an experienced sales representative to build customer relationships and provide excellent service. The ideal candidate will have a background in sales, strong communication skills, and a commitment to customer satisfaction. This role involves educating clients about their insurance options and developing leads. Opportunities for professional growth and licensing are provided. Competitive benefits include health insurance and bonuses.

Qualifications

• Sales experience preferred in various formats (inside/outside sales, retail).
• Ability to effectively communicate and relate to customers.
• Proactive problem-solving and customer service dedication.
• Ability to work in a team and meet marketing goals
• Proactive and detail oriented with good organizational skills

Responsibilities

• Establish and maintain customer relationships.
• Provide friendly customer service and respond to inquiries.
• Educate customers about insurance options and products.
• Develop leads and achieve marketing goals.
• Participate in community events supported by the agent.

Skills

Sales experience

Excellent communication skills

Excellent interpersonal skills

Organizational skills

Detail oriented

Teamwork

Multi-tasking

Licensing (P&C, Life & Health)

Education

Property and Casualty license

Life and Health license

Tools

CRM familiarity

Job description

Overview

Full Time in Everett, WA

Position & Benefits

• Health insurance
• Bonus based on performance
• Opportunity for advancement
• Paid time off
• 401(k)

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.
• Work with the agent to establish and meet marketing goals.
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
• Work with the agent to identify and support local community events in our market.
• Maintain a strong work ethic with a total commitment to success each and every day.

Requirements

• Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
• Successful track record of meeting sales goals/quotas preferred
• Interest in marketing products and services based on customer needs
• Excellent interpersonal skills
• Excellent communication skills - written, verbal and listening
• Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
• People-oriented
• Organizational skills
• Self-motivated
• Detail oriented
• Proactive in problem solving
• Dedicated to customer service
• Able to learn computer functions
• Pride in getting work done accurately and timely
• Ability to work in a team environment
• Ability to multi-task
• Ability to make presentations to potential customers
• Achieve mutually agreed upon marketing goals
• Ability to assess customer needs and conduct effective interviews
• Ability to effectively relate to a customer
• Property and Casualty license (must be able to obtain)
• Life and Health license (must be able to obtain)

This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm.

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