Insurance Account Representative - State Farm Agent Team Member

Robcathcart; Live Oak (FL); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Competitive salary

Employee discounts

Opportunity for advancement

Training & development

Company parties

Paid time off

Job summary

Rob Cathcart – State Farm Agent is seeking an Insurance Account Representative to grow the agency through client relationships and needs-based guidance.

You will market relevant products, assist with policy applications and renewals, and maintain accurate records while collaborating with agency departments.

We offer base pay plus bonuses and incentives, with licensing support for Property & Casualty and Life & Health licenses.

Qualifications

• Excellent communication and interpersonal skills.
• Detail‑oriented and able to multitask.
• Experience in customer service or sales preferred.
• Ability to meet needs‑based sales goals.

Responsibilities

• Market and sell insurance products based on client needs.
• Assist clients with policy applications and renewals.
• Handle client inquiries promptly and accurately.
• Maintain records of client interactions.

Skills

Communication skills

Interpersonal skills

Sales experience

Customer service

Job description

Benefits

• 401(k) matching
• Bonus based on performance
• Competitive salary
• Employee discounts
• Opportunity for advancement
• Training & development
• Company parties
• Paid time off

Role Description

As Insurance Account Representative – State Farm Agent Team Member for Rob Cathcart – State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful client 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 better your community. As an attentive, sociable, and sales‑minded professional, we are eager to have you on our team.

Base Pay (Depending on Experience) + Bonuses + Incentives!

Property & Casualty License (4‑40 or 2‑20) Preferred but NOT required! We will help you become licensed!

Life and Health License (215) Preferred but NOT required! We will help you become licensed!

Qualifications

• Property & Casualty Licensed (4-40 or 2-20) preferred but NOT required!
• Life and Health Licensed (215) Preferred but NOT required!
• Strong communication and interpersonal skills.
• Detail‑oriented and able to multitask.
• Experience in customer service or sales preferred.
• Ability to meet needs‑based sales goals.

Responsibilities

• Market and needs based sales of insurance products and services.
• Assist clients with policy applications and renewals.
• Handle client inquiries and provide timely responses.
• Maintain accurate records of client interactions.

About us

Our business is a local insurance company that aims to assist customers with managing their risk. For over 23 years we have provided insurance services and policies to individuals and businesses in the community. Our company is committed to being actively involved in the local community, engaging with its policy holders, and understanding their specific needs and concerns.

Our business takes pride in having a strong team of knowledgeable and experienced insurance professionals who are dedicated to helping customers navigate the complexities of insurance coverage. Our team works closely with clients to assess their risks, provide personalized insurance solutions, and ensure they have the appropriate coverage to protect their assets and mitigate potential losses.

By being involved in the community and maintaining a strong team, our team strives to build long‑lasting relationships with customers based on trust, reliability, and exceptional service.