Insurance Account Representative - State Farm Agent Team Member

Alisha Rincon - State Farm Agent; Roswell (NM); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Flexible schedule

Paid time off

Signing bonus

Job summary

Alisha Rincon - State Farm Agent in Roswell, NM invites you to join as Insurance Sales and Service Representative. You will sell life, health, auto and property insurance to new and existing customers, while delivering exceptional service and tailored coverage options.

You’ll identify customer needs, assist with applications, renewals and claims, and help ensure policy accuracy and compliance while building lasting client relationships and contributing to the agency's growth.

Qualifications

• High school diploma or equivalent; a bachelor’s degree in business or related field is a plus.
• Active state insurance license (or willingness to obtain one).
• Strong communication and interpersonal skills.
• Detail‑oriented and able to multitask.
• Strong problem‑solving abilities and attention to detail.
• Customer‑focused with a passion for helping others.
• Prior sales experience in insurance, customer service or related field preferred but not required.

Responsibilities

• Identify and pursue new business opportunities through networking and referrals.
• Conduct thorough needs assessments to recommend appropriate insurance products.
• Prepare and present insurance quotes and policy options to customers.
• Maintain up-to-date knowledge of insurance products and industry trends.
• Assist customers with the application process and provide ongoing support.
• Assist customers with policy updates, renewals, and claims processing to ensure a smooth and positive experience.
• Maintain accurate records of client interactions and policy details.
• Achieve sales targets and contribute to the overall success of the agency.
• Ensure compliance with state regulations and maintain required licensing.

Skills

Strong communication

Interpersonal skills

Detail-oriented

Multitasking

Customer-focused

Sales experience (preferred)

Education

High school diploma

Bachelor’s degree (plus)

Job description

Benefits:

• Flexible schedule
• Paid time off
• Signing bonus

Job Title:

Insurance Sales and Service Representative

Job Description

We are looking for a dedicated and enthusiastic Insurance Sales and Service Representative to join our team. This role encompasses selling various insurance products, such as life, health, auto, and property insurance, to both new and existing customers, while also delivering exceptional service and support. You will be responsible for identifying customer needs, offering tailored insurance solutions, and assisting with policy management and claims support.

Key Responsibilities

• Identify and pursue new business opportunities through networking and referrals.
• Conduct thorough needs assessments to recommend appropriate insurance products.
• Prepare and present insurance quotes and policy options to customers.
• Maintain up-to-date knowledge of insurance products and industry trends.
• Assist customers with the application process and provide ongoing support.
• Assist customers with policy updates, renewals, and claims processing to ensure a smooth and positive experience.
• Maintain accurate records of client interactions and policy details.
• Achieve sales targets and contribute to the overall success of the agency.
• Ensure compliance with state regulations and maintain required licensing.

Qualifications

• High school diploma or equivalent; a bachelor’s degree in business or a related field is a plus.
• Active state insurance license (or willingness to obtain one).
• Strong communication and interpersonal skills.
• Detail‑oriented and able to multitask.
• Strong problem‑solving abilities and attention to detail.
• Customer‑focused with a passion for helping others.
• Prior sales experience in insurance, customer service or a related field is preferred but not required.

Join our team and help customers protect what matters most to them while advancing your career in the insurance industry!