Insurance Account Representative - State Farm Agent Team Member

Teamhoogs

Moraga (CA)

On-site

USD 50,000 - 70,000

Full time

14 days+

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Benefits offered by this job

401(k) matching
Bonus based on performance
Health insurance
Opportunity for advancement
Paid time off
Training & development
Competitive salary

Job summary

Mark Hoogs - State Farm Agent in Moraga seeks a licensed and experienced insurance professional to join their team. You will play a vital role in generating new business through outbound prospecting and providing professional service to both existing and prospective customers. Successful candidates will be self-motivated with strong communication skills, attention to detail, and an ethical work approach. The role is office-based, full-time, and requires a reasonable commute to Moraga.

Qualifications

  • Self-motivated, productive, and organized with a strong accountability to achieve sales goals.
  • Strong verbal and written communication skills with a proactive communication style.
  • Detail-oriented and willing to follow established sales processes.
  • Requires active insurance licenses or ability to obtain before the start date.

Responsibilities

  • Outbound phone prospecting and closing of new business primarily through leads.
  • Provide attentive customer service via phone, email, and occasionally in-person.
  • Opportunity to expand role based on interests and career aspirations.

Skills

Self-motivated
Strong communication skills
Attention to detail
Computer proficiency
Ethical and reliable

Job description

Benefits:
  • 401(k) matching
  • Bonus based on performance
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • Competitive salary

Successful and established State Farm agency, looking to add a LICENSED AND EXPERIENCED insurance professional to our close-knit team as we continue to grow!

You will play a critical role in that growth by closing on new business opportunities, which you will generate primarily through outbound phone prospecting activity.

Key Responsibilities
  • Outbound phone prospecting and closing of new business - primarily internet and other out-of-book leads, as well as some in-book prospecting to identify and fulfill other unmet needs
  • Provide attentive, warm and professional service to existing and prospective customers, primarily over the phone and email, and occasionally in person (e.g. answer policy or payment questions, educate people about policy features and benefits, process policy changes, develop rapport and gather information from prospective customers, etc.)
  • Opportunity to grow and expand the role in various directions based on your interests, strengths and career aspirations
Key Qualifications:
  • Self-motivated, productive and organized; high level of self-accountability and drive to achieve sales goals
  • Strong verbal and written communication skills; proactive communication style
  • Strong attention to detail and accuracy; willing and able to follow our sales processes
  • Highly ethical, honest and reliable; positive can-do attitude and excitement to learn, contribute and grow as part of a successful team!
  • Computer proficient – familiar and fluid with Windows-based computer systems; able to quickly learn and adapt to new systems and processes
  • Need to live within a reasonably commutable distance of our office in Moraga (this is a full-time, in-office role and reliability is important)
  • Active insurance licenses required (or ability to obtain before start date, as applicable).
  • Candidates without an insurance license may still be considered if they have 5+ years of experience in a related or complementary field.
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