Insurance Sales & Client Relations Specialist

Katelyn Aldridge - State Farm Agent; Summerville (SC); On-site; USD 40,000 - 65,000; Full time

Benefits offered by this job

Paid time off

Training & development

401(k) matching

Competitive salary

Flexible schedule

Job summary

State Farm is recruiting a Sales Team Member in Summerville, SC, to build relationships with customers, identify insurance needs, and provide personalized coverage solutions. The role focuses on generating new business, cross-selling multiple lines, and delivering exceptional service while representing State Farm with professionalism and integrity.

The position requires Property & Casualty and Life & Health licenses (or ability to obtain).

Qualifications

• Licenses required or ability to obtain; prior insurance sales experience preferred.
• Strong communication and relationship-building skills; ability to work independently or in a team.

Responsibilities

• Generate new business through referrals, inbound leads, outbound calls, networking, and marketing campaigns.
• Conduct comprehensive insurance reviews to identify coverage gaps and opportunities.
• Present and explain insurance products clearly and professionally.
• Quote, bind, and issue new policies with accuracy and compliance.
• Follow up on leads promptly and maintain a consistent sales pipeline.
• Meet or exceed monthly production goals and agency sales objectives.
• Build long-term relationships through regular policy reviews and proactive communication.
• Cross-sell and bundle products to better protect customers.

Skills

Strong communication

Relationship-building

Negotiation skills

Self-motivated

Team player

Education

Property & Casualty Insurance License

Life & Health Insurance License

Tools

CRM software

Agency management tools

Job description

Benefits:

• Paid time off
• Training & development
• 401(k) matching
• Competitive salary
• Flexible schedule

Sales Team Member

Position Summary

The Sales Team Member is responsible for building relationships with new and existing customers by identifying their insurance needs and providing personalized coverage solutions. This role focuses on generating new business, cross-selling multiple lines of insurance, and delivering exceptional customer service while representing the State Farm brand with professionalism and integrity.

Primary Responsibilities

Sales & Business Development

• Generate new business through referrals, inbound leads, outbound calls, networking, and marketing campaigns.
• Conduct comprehensive insurance reviews to identify coverage gaps and opportunities.
• Present and explain insurance products in a clear, professional manner.
• Quote, bind, and issue new policies while ensuring accuracy and compliance.
• Follow up on leads promptly and maintain a consistent sales pipeline.
• Meet or exceed monthly production goals and agency sales objectives.

Products Sold

• Auto Insurance
• Homeowners Insurance
• Renters Insurance
• Condominium Insurance
• Business Insurance
• Boat & Watercraft Insurance
• Life Insurance

Customer Relationship Management

• Build long-term relationships through regular policy reviews and proactive communication.
• Educate customers on available discounts, endorsements, and coverage options.
• Cross-sell and bundle products to better protect customers while providing additional value.
• Maintain accurate customer records within agency systems.
• Respond promptly to customer questions and provide exceptional service throughout the sales process.

Agency Support

• Collaborate with other team members to ensure a positive customer experience.
• Stay current on State Farm products, underwriting guidelines, and company initiatives.
• Participate in agency meetings, sales training, and continuing education.
• Assist with marketing events, community outreach, and referral programs as needed.

Performance Expectations

• Meet or exceed monthly sales goals.
• Maintain a high policy retention rate through excellent customer service.
• Consistently achieve cross-selling and multiline production goals.
• Maintain accurate documentation and compliance with State Farm standards.
• Deliver a professional, positive customer experience on every interaction.

Qualifications

• Property & Casualty Insurance License (required or ability to obtain).
• Life & Health Insurance License (required or ability to obtain).
• Previous sales, customer service, or insurance experience preferred.
• Strong communication, relationship-building, and negotiation skills.
• Self-motivated with the ability to work independently and as part of a team.
• Proficient with computer systems, CRM software, and agency management tools.

Core Competencies

• Relationship Building
• Consultative Selling
• Prospecting
• Communication
• Customer Service
• Problem Solving
• Organization & Time Management
• Attention to Detail
• Goal-Oriented Mindset
• Team Collaboration
• Integrity & Professionalism

Success Measures

A successful Sales Team Member consistently:

• Generates new business across multiple product lines.
• Protects customers by recommending appropriate coverage.
• Increases agency multiline households through cross-selling.
• Builds lasting customer relationships that result in referrals and policy retention.
• Represents the agency and State Farm with professionalism, honesty, and exceptional service.