Insurance Account Representative
Location: ALLEGAN, MI
Job Type: fulltime
Company: Sarah Ainsworth - State Farm Insurance
Salary: $39500.0 - $50000.0 per year
Category: Insurance
Job Description Apply Now
Insurance Account Representative - Summary
The Insurance Account Representative role is a dynamic opportunity for individuals who possess a passion for client service, sales, and insurance solutions. In this full-time position, you will join a knowledgeable and supportive team dedicated to delivering exceptional value to customers while fostering meaningful relationships. As an integral member of a State Farm Agent’s office, you will engage in value-driven conversations, provide personalized service, and contribute to the overall growth of the agency. This is an excellent position for someone holding both a Property & Casualty license as well as a Life and Health license, who is eager to build a rewarding and impactful career in the insurance industry. Working in this role provides unique exposure to the world of insurance sales and customer service, with ample potential for advancement and professional development.
Duties & Responsibilities- Establish and maintain strong customer relationships through regular outreach and personalized communication.
- Follow up with clients to ensure satisfaction and ongoing engagement with insurance products and services.
- Develop new opportunities by identifying the insurance needs of both existing and prospective clients.
- Deliver prompt, accurate, and friendly customer service, including responding to inquiries about insurance coverage, eligibility, policy changes, claims, and billing questions.
- Educate clients about available insurance options using a customer-focused, needs-based review process.
- Prepare insurance quotes, conduct professional sales presentations, and close sales efficiently and ethically.
- Engage in networking activities to build and maintain relationships within the community and expand the client base.
- Demonstrate a strong work ethic with a daily commitment to agency goals and customer satisfaction.
- Remain current on product changes, licensing requirements, technical developments, and participate in ongoing education as needed.
- Provide timely and thorough activity reports to the agent, ensuring effective communication and productivity within the team.
- Collaborate with team members to achieve broader agency objectives and deliver seamless service to clients.
- Use computer systems and agency tools to manage customer information, process transactions, and track performance metrics accurately.
- Competitive base salary with opportunities for bonuses and commissions based on performance.
- PTO including vacation, personal, and sick days to support work-life balance.
- Valuable experience gained in a reputable insurance agency environment.
- Clear pathways for career growth and advancement within the agency for high-performing team members.
- Active Property & Casualty insurance license (required).
- Active Life and Health insurance license (required).
- Ability to work full-time, maintaining regular office hours as established by the agency.
- Excellent interpersonal, verbal, and written communication skills.
- Strong organizational and multitasking abilities, with attention to detail and accuracy.
- Demonstrated self-motivation and a proactive approach to problem-solving.
- Commitment to outstanding customer service and professionalism.
- Ability to adapt to evolving products, processes, and technologies within the insurance industry.
- Team-oriented mindset, with a willingness to collaborate and support colleagues as needed.
- Energetic and driven, thriving in fast-paced and goal-oriented settings.
- People-focused with a natural ability to build rapport and trust with clients.
- Detail-oriented and organized, ensuring tasks are completed accurately and efficiently.
- Flexible and open to learning new skills, software, and industry best practices.
- Demonstrates pride in delivering high-quality work and achieving agency targets.
- Possesses a growth mindset, looking for long-term career opportunities within the insurance sector.
- This position is with an independent State Farm agent and not directly with State Farm Insurance Companies. Employment and advancement are managed by the independent agent and their office.
- Selected candidates must successfully complete all licensing and training requirements specific to the agency and the insurance industry.
- State Farm agents are independent contractors who hire and manage their own employees.
- All employees must comply with applicable laws, regulations, and ethical standards in the insurance industry.
- The agency is committed to an inclusive and diverse workplace, adhering to all EEOC and nondiscrimination guidelines.
- If you are eager to advance your insurance career and deliver exceptional service, click the job application button now to apply and take the next step in your professional journey.