Insurance Sales & Relationship Specialist

Ludingtoninsurance; Ludington (MI); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

401(k) matching

Health insurance

Paid time off

Vision insurance

Dental insurance

Opportunity for advancement

Job summary

Erin Doan State Farm in Ludington, MI, is seeking an Account Representative to generate leads, build client relationships, and close sales to meet targets in a dynamic insurance and financial services environment.

You will manage CRM records, collaborate with marketing on lead generation, and stay informed about industry trends. A bachelor’s degree and sales experience are preferred; Michigan licenses in P&C and Life & Health are expected or obtainable.

Qualifications

• Bachelor’s degree in business, marketing, or a related field preferred.
• Experience in sales or a related field preferred.
• Michigan Department of Insurance License in Property & Casualty and Life & Health required or willing to obtain.
• Strong communication and interpersonal skills.
• Proficient in Microsoft Office and CRM software (e.g., Salesforce).

Responsibilities

• Identify and pursue new sales opportunities through networking, cold calling, and referrals.
• Build and maintain strong relationships with existing and potential clients.
• Understand customer needs and provide tailored solutions.
• Achieve and exceed monthly and quarterly sales targets.
• Maintain accurate records of sales activities and customer interactions in our CRM system.
• Collaborate with the marketing team to develop strategies for lead generation.
• Stay informed about industry trends and competitor activities.

Skills

Communication skills

Negotiation

Self-motivation

CRM proficiency

Education

Bachelor's degree in business/marketing or related field

Tools

Salesforce

Microsoft Office

Job description

We are a growing agency with big dreams and lots of potential. We are an established, growth-oriented agency with a team of highly motivated individuals. We attribute our success to having afun, energetic environment that is an enjoyable place to work. Our team works hardto reach our goalstogether as a teamand have fun while we are doing it! We want to work alongside those who are equally committed to excellence and personal achievement. If you believe in having fun in a stable working environment and have a willingness to learn, we should meet to discuss our career opportunity.

About Our Agency

• Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
• We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Business Insurance, Health Insurance, and Renters Insurance.
• Our office is located in Ludington, MI.
• I have been a State Farm agent since 2003.
• Our agency has received awards including: Ambassador Travel, Legion of Honor, Senior Vice President's Club, and Golden Triangle

Please do not call office - we will contact you.

State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

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