Insurance Account Specialist — Growth & Customer Impact

Mary Brown - State Farm Agent

Boca Raton (FL)

On-site

USD 35,000 - 150,000

Full time

8 days ago

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Benefits offered by this job

Paid time off
Growth opportunities

Job summary

Mary Brown - State Farm Agent in Boca Raton, FL is seeking an Insurance Account Representative to join the agent team in a full-time capacity. The role emphasizes helping clients understand insurance options and building lasting relationships.

You will develop leads, schedule appointments, identify customer needs, and tailor product options to customer goals while delivering outstanding service. Licensing in Property & Casualty and Life/Health is expected to be obtained.

Qualifications

  • Excellent communication skills across written, verbal and listening.
  • Strong organizational abilities and multitasking capacity.
  • Self-motivated with a team-oriented mindset.
  • License readiness: Property & Casualty and Life/Health licenses can be obtained.

Responsibilities

  • Use a customer-focused, needs-based review process to educate customers about insurance options.
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

Skills

Communication
Organizational skills
Self-motivated
Teamwork
Multi-tasking
Property and Casualty license (must be
Life and Health license (must be able

Job description

Mary Brown - State Farm Agent in Boca Raton, FL is seeking an Insurance Account Representative to join the agent team in a full-time capacity. The role emphasizes helping clients understand insurance options and building lasting relationships.

You will develop leads, schedule appointments, identify customer needs, and tailor product options to customer goals while delivering outstanding service. Licensing in Property & Casualty and Life/Health is expected to be obtained.

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