Insurance Account Representative
Location: EDISON, NJ
Job Type: fulltime
Company: Jodi Schoenlank - State Farm
Salary: $35000.0 - $55000.0 per year
Category: Insurance
Job Description Apply Now
The Insurance Account Representative plays a pivotal role in driving the ongoing success of the agency by supporting daily operations, developing strong client relationships, and serving as the key liaison between customers and agency services. This full-time opportunity is ideal for individuals who are motivated, personable, and sales-oriented, and who thrive in dynamic, client-focused environments. As an Insurance Account Representative, you will have the opportunity to advance your career within the insurance industry, while making a meaningful impact on the lives of customers and contributing to the growth of the agency.
As an Insurance Account Representative, you will help clients identify their insurance needs, recommend tailored products, and ensure they receive the best service and coverage possible. You will be responsible for marketing appropriate insurance solutions, managing customer accounts, and supporting the agency's strategic initiatives. This position offers a clear path for professional development and advancement, making it a rewarding career choice for those committed to excellence in customer service and sales.
The Insurance Account Representative position is a foundational role within the agency, ensuring that clients’ interests are prioritized and that agency operations run smoothly. Your contributions will help strengthen customer loyalty, expand the agency’s reach, and uphold the company’s commitment to outstanding service. This is a full-time position with the potential for long-term growth and advancement within the agency.
Insurance Account Representative - Summary- Serve as a primary point of contact for clients, addressing their insurance needs and providing timely, expert guidance.
- Foster positive client relationships by delivering exceptional customer service and support.
- Actively participate in marketing and sales initiatives to promote agency products and expand the client base.
- Support agency operations by collaborating with team members and ensuring seamless communication between clients and agency departments.
- Develop leads and proactively reach out to potential clients through various channels.
- Schedule and conduct appointments to assess customer needs and recommend suitable insurance products, including property, casualty, life, and health insurance.
- Contribute to the achievement of agency marketing and sales goals alongside the agency team.
- Maintain a high level of professionalism and a strong work ethic, demonstrating commitment to the success of the agency every day.
- Build and maintain long-term relationships with customers, ensuring exceptional service and satisfaction throughout the client lifecycle.
- Collaborate with other agency team members to deliver comprehensive insurance solutions and resolve client inquiries promptly.
- Stay informed about agency products, industry trends, and regulatory requirements relevant to insurance account management.
- Competitive base salary, plus bonus and commission opportunities tied to performance.
- Paid time off, including vacation and personal/sick days, to support work-life balance.
- Profit sharing plan to reward contributions to agency success.
- Valuable hands-on experience in a professional insurance environment.
- Opportunities for growth and advancement within the agency for high-performing team members.
- Previous experience in sales (such as outside or inside sales representative, retail sales associate, or telemarketing) is preferred but not required.
- Demonstrated ability to meet or exceed sales goals/quotas is preferred.
- Excellent interpersonal and communication skills, with the ability to build rapport and trust with clients.
- Property & Casualty Insurance License is preferred.
- Life and Health Insurance License is preferred.
- Ability to adapt quickly to changing client needs and agency priorities.
- Commitment to completing all required licensing and training programs as specified by the agency.
- Goal-oriented, self-motivated individual with a passion for delivering outstanding customer service.
- Strong team player who thrives in a collaborative environment and enjoys building lasting client relationships.
- Adaptable and eager to learn, with a willingness to pursue ongoing professional development within the insurance sector.
- Exhibits integrity, dependability, and a positive attitude in all interactions.
- This position is offered by an independent contractor agent and not by the insurance company itself. Employees of independent agents are not employees of the insurance carrier and must successfully complete all applicable licensing and training requirements.
- Applicants should be motivated to succeed in a dynamic, client-focused environment and be ready to take the next step in their insurance career.
- If you are ready to make a difference and advance your professional journey as an Insurance Account Representative, click the application button to submit your resume and begin the interview process.
EEO Statement: This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm.