ROLE DESCRIPTION:
As Insurance Account Representative - State Farm Agent Team Member for Jake Witt - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
- Develop and maintain strong relationships with new and existing customers.
- Identify customer needs and recommend appropriate insurance products and coverage.
- Generate new business through leads, referrals, networking, and outbound calls.
- Follow up with prospects and customers to build long-term relationships.
- Educate customers on Auto, Home, Life, and other insurance products.
- Prepare quotes, explain coverage options, and assist customers through the sales process.
- Meet individual and team sales goals while providing excellent customer service.
- Maintain accurate customer records and follow agency procedures.
- Stay current on insurance products, licensing requirements, and industry changes.
QUALIFICATIONS:
- Strong communication skills
- Sales or customer-facing experience
- Self-motivated and goal oriented
- Insurance license preferred (or willingness to obtain)
