Insurance & Financial Services Account Executive

Davidperkinsinsurance; Scottsboro (AL); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Advancement opportunities

Paid time off

Training & development

Vision insurance

401(k) matching

Performance bonus

Competitive salary

Dental insurance

Job summary

David Perkins State Farm seeks a results-driven Account Representative to support daily operations and serve customers. You'll grow the agency through meaningful relationships and connect customer needs with insurance and financial services.

You'll have opportunities to build a book, promote products, and advance within the agency, with potential licenses to expand capabilities over time.

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.
• Able to anticipate customer needs.
• Able to effectively relate to customers.

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.
• Acquire new business through marketing efforts, calls, texts, emails, and meetings.
• Have in depth conversations with customers to uncover needs and offer solutions to both insurance and financial needs.
• 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.
• Must be coachable, driven, self starter, with a positive attitude, and the ability to multi task

Skills

Sales experience

Customer relationships

Communication skills

Marketing products

Self-starter

Job description

David Perkins State Farm seeks a results-driven Account Representative to support daily operations and serve customers. You'll grow the agency through meaningful relationships and connect customer needs with insurance and financial services.

You'll have opportunities to build a book, promote products, and advance within the agency, with potential licenses to expand capabilities over time.