Insurance Account Representative
Location: EDISON, NJ
Job Type: fulltime
Company: Jodi Schoenlank - State Farm
Salary: $35000.0 - $55000.0 per year
Category: Sales
Job Description Apply Now
Insurance Account Representative - Summary
The Insurance Account Representative plays a key role in supporting a dynamic insurance agency by building and maintaining strong customer relationships, providing outstanding service, and driving new business opportunities. As a valued member of a professional team, the Insurance Account Representative will engage with clients and prospects to deliver tailored insurance solutions while supporting the agency’s mission of delivering remarkable customer experiences. This full-time position offers the opportunity to cultivate essential skills in the insurance industry and achieve meaningful career growth. Successful candidates will demonstrate initiative, a commitment to customer service, and the ability to thrive in a collaborative, fast-paced environment.
Duties & Responsibilities- Establish and nurture positive relationships with customers, responding promptly to inquiries and following up as needed to ensure client satisfaction.
- Identify opportunities to develop new business with both existing and prospective clients by understanding their insurance needs and offering appropriate solutions.
- Deliver exceptional customer service by addressing questions about insurance availability, eligibility, coverage options, policy changes, claims processing, and billing matters with accuracy and professionalism.
- Conduct thorough needs-based reviews to educate clients about insurance products and coverage options, empowering them to make informed decisions.
- Prepare insurance quotes, deliver persuasive sales presentations, and close sales effectively to meet agency goals.
- Engage in ongoing networking efforts to build and expand the agency’s client base and develop strong community connections.
- Maintain a consistent work ethic and a total commitment to achieving personal and team success on a daily basis.
- Competitive salary structure with performance-based bonuses to reward achievement.
- Paid time off, including vacation and personal or sick days, to support work-life balance.
- Access to valuable hands-on experience in the insurance sector, fostering professional development.
- Participation in a profit-sharing plan to recognize contributions to the agency’s success.
- Clear growth potential and opportunities for advancement within the agency for high-performing team members.
- Property & Casualty insurance license (or willingness and ability to obtain this credential as required).
- Life and Health insurance license (or willingness and ability to obtain this credential as required).
- Demonstrated excellence in interpersonal skills, with the ability to connect with diverse clients and colleagues.
- Strong communication skills, including written, verbal, and listening abilities.
- People-oriented approach to building relationships and serving client needs.
- Excellent organizational skills to manage multiple tasks and responsibilities effectively.
- Self-motivation, initiative, and a proactive attitude toward problem-solving and continuous learning.
- Attention to detail, with pride in producing accurate, timely work.
- Dedication to delivering exceptional customer service and going above and beyond for clients.
- Proficiency in learning and utilizing computer functions and agency management tools.
- Ability to work effectively as part of a collaborative team and independently as needed.
- Adaptability and capability to multi-task in a dynamic, fast-paced environment.
- Commitment to ongoing professional development, including staying current with product changes, licensing requirements, technical advancements, and continuing education.
- Thrives in a customer-focused, fast-paced setting and enjoys identifying solutions for others.
- Possesses a strong drive for professional growth and personal achievement.
- Enjoys building lasting relationships and providing value-based guidance to clients.
- Displays a high degree of integrity, reliability, and dedication to team success.
- Is adaptable, eager to learn, and proactive in keeping up with industry trends and requirements.
- This position is part of an independent insurance agency team. Employees in this role must meet all licensing and training requirements as established by the agency and relevant regulatory authorities.
- Agency team members are employees of the individual agency owner and not employees of the parent insurance company.
- All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status. The agency is committed to providing a diverse and inclusive work environment.
- If you are motivated to succeed and envision yourself thriving as an Insurance Account Representative, take the next step in your career by clicking the application button to submit your information. The agency looks forward to reviewing your application and discussing your fit for this rewarding opportunity.