Insurance Solutions Advisor | Outside Sales Pro

State Farm; North Carolina; On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Bonus based on performance

Opportunity for advancement

Paid time off

Job summary

State Farm's Creedmoor, NC agency seeks an Account Representative to join our licensed team. This full-time role focuses on delivering tailored insurance solutions, building lasting client relationships, and growing our client base through proactive sales efforts.

You will explain policy features, negotiate terms, manage CRM-driven leads, and stay current with health, life, property and casualty products. Strong communication and sales skills are essential, with a customer-first mindset.

Qualifications

• Experience in outside sales or telemarketing within the insurance industry.
• Proven negotiation and closing skills with customers.
• Excellent communication skills; bilingual abilities are a plus.
• Customer relationship building with a focus on service.
• Knowledge of health, life, property and casualty insurance products and regulations.
• Proficiency with CRM systems and Microsoft Office.

Responsibilities

• Develop new business through outside sales, telemarketing, and community outreach.
• Build and maintain relationships to assess clients' insurance needs and offer coverage options.
• Conduct client consultations to explain policy features, benefits, and coverage clearly.
• Negotiate policy terms and premiums to meet client needs and guidelines.
• Manage sales administration using CRM systems to track leads, quotes, and policy details.
• Stay informed about insurance regulations, trends, and product offerings.
• Assist clients with benefits administration, claims processes, and policy renewals.

Skills

Outside sales

Negotiation

Communication

Client relationships

Insurance knowledge

MS Office

CRM systems

Analytical skills

Independent work

Marketing

Tools

CRM systems

Microsoft Office

Excel

Job description

State Farm's Creedmoor, NC agency seeks an Account Representative to join our licensed team. This full-time role focuses on delivering tailored insurance solutions, building lasting client relationships, and growing our client base through proactive sales efforts.

You will explain policy features, negotiate terms, manage CRM-driven leads, and stay current with health, life, property and casualty products. Strong communication and sales skills are essential, with a customer-first mindset.