Insurance Client Advocate & Sales Specialist

Daria Bartkiewicz Kent - State Farm; Chicago (IL); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

License Reimbursement

Health insurance

Advancement opportunities

Paid time off

Training & development

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

Daria Kent - State Farm Agent in Chicago seeks an Account Representative to grow the agency via proactive customer outreach and relationship management. You will identify customer needs and market relevant insurance products while delivering friendly, reliable service.

Ideal candidates have sales exposure, strong communication, and a willingness to obtain a Property & Casualty license to support ongoing community financial security.

Qualifications

• Experience in sales is preferred.
• Experience in managing customer relationships is preferred.
• Strong communication and listening skills.
• Willingness to obtain Property & Casualty license.
• Ability to identify customer needs and market products.

Responsibilities

• Develop leads and schedule appointments to market products and services.
• Establish customer relationships and follow up as needed.
• Provide prompt, accurate, friendly service on inquiries and policy details.
• Promote long-lasting customer relations and satisfaction.

Skills

Sales experience

Customer relationships

Marketing mindset

Communication skills

Customer service

Adaptable

License willingness

Job description

Benefits:

• License Reimbursement
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• 401(k)
• Bonus based on performance
• Competitive salary
• Flexible schedule

ABOUT OUR AGENCY:
I opened my agency in 2014 and currently lead a close-knit team of four. Before becoming a State Farm agent, I worked in financial services. I was drawn to agency ownership because I wanted to step away from the corporate environment and build a career focused on helping people and making a more personal impact.

Being part of our community is important to us. Our agency stays involved through local events, including Movies in the Park, community festivals, and other sponsorship opportunities throughout the year.

We offer health benefits, a 401(k), group life insurance, paid time off, paid holidays, licensing reimbursement, and a strong commitment to work-life balance.

Our office is laid-back, lively, and fast-paced. We enjoy working together while staying focused on providing a great experience for our customers. I’m looking for someone who is kind, adaptable, and genuinely enjoys helping people. If you can keep up in a busy environment while bringing a positive attitude to the team, we’d love to meet you.

ROLE DESCRIPTION:

As Account Representative for Daria Kent - State Farm Agent, you are vital to our daily business operations and customers’ success. You help grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of customers by proactively marketing relevant products and services.

RESPONSIBILITIES:

• Develop leads, schedule appointments, identify customer needs, and market products and services to help meet those needs.
• Establish customer relationships and follow up with customers, as needed.
• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding product availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
• Promote successful and long-lasting customer relations.

QUALIFICATIONS:

• Experience in sales (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.
• Experience in managing customer relationships preferred.
• Interest in marketing products and services based on customer needs.
• Communication skills - written, verbal, and listening.
• Dedicated to customer service.
• Able to anticipate customer needs.
• Able to effectively relate to customers.
• Willingness to obtain Property & Casualty license.