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Insurance Account Representative
Location: Roeland Park, KS
Job Type: fulltime
Company: David Chavez - State Farm Agency
Salary: $52000.0 - $70000.0 per year
Category: Insurance
The Insurance Account Representative is a key role within an established insurance agency team, responsible for delivering exceptional service to policyholders while actively promoting insurance products and solutions. This position is designed for individuals who enjoy building lasting client relationships, are motivated to achieve sales goals, and are eager to grow their careers within the insurance industry. As an Insurance Account Representative, you will receive comprehensive training and support, making this opportunity suitable for candidates with or without previous insurance experience. The agency is committed to investing in your success, helping you obtain the necessary licenses and develop valuable industry skills.
Working as an Insurance Account Representative offers the chance to be part of a dynamic, supportive environment where your professional growth is encouraged. You'll have access to ongoing learning opportunities, mentorship, and the tools needed to thrive in a fast-paced, client-focused industry. The Insurance Account Representative role is well-suited for individuals with an entrepreneurial mindset who thrive on helping others and are driven to surpass personal and team objectives. This position provides the unique opportunity to make a meaningful impact in the lives of clients while enjoying the benefits and rewards associated with a career in insurance sales and service.
Located in a vibrant and growing region, the agency offers a welcoming workplace culture that values professionalism, collaboration, and continuous improvement. As part of the team, you'll help clients navigate their insurance needs, contributing to the agency's mission of providing reliable coverage and outstanding service. If you're passionate about learning, enjoy working independently and as part of a team, and are committed to personal and professional growth, the Insurance Account Representative position is the perfect fit for you. Take the next step in your career journey and apply today by clicking the job application button.
Insurance Account Representative - Summary
- Serve as the primary point of contact for clients, providing guidance on insurance products and policy management.
- Develop and maintain a book of business through proactive lead generation, relationship building, and client retention strategies.
- Participate in a supportive and rewarding agency environment that fosters career growth and professional development.
Duties & Responsibilities
- Respond to policyholder inquiries regarding coverage options, policy changes, billing, and claims processing.
- Assist clients with managing their policies, updating information, and ensuring their needs are met.
- Proactively generate leads, schedule appointments, and identify opportunities to offer additional insurance products and services.
- Build trust and strong rapport with clients through regular follow-ups and consistent communication.
- Reach out to current customers to discuss new products, services, and coverage enhancements tailored to their needs.
- Stay informed on industry trends, agency offerings, and compliance requirements.
- Maintain accurate client records and documentation in accordance with agency and regulatory guidelines.
Salary & Benefits
- Competitive base pay structure with potential for monthly and annual bonuses based on performance.
- Comprehensive benefits package, including paid time off (vacation, holidays, sick leave).
- Retirement savings program with matching contributions to help plan for your future.
- Health insurance allowance to support your well-being.
- Ongoing professional training and career advancement opportunities within the agency.
- Flexible work schedule options to promote work-life balance.
Qualifications & Requirements
- Must possess or be willing to obtain a valid Property & Casualty insurance license (agency covers licensing costs).
- Demonstrated reliability, adaptability, and eagerness to learn new skills and technologies.
- Strong interpersonal, communication, and persuasion skills with a client-first approach.
- Ability to work independently, take initiative, and thrive in a goal-oriented setting.
- Commitment to maintaining the highest standards of honesty, professionalism, and ethical conduct.
- Proficiency with basic computer applications and willingness to learn new software as needed.
Ideal Candidate Snapshot
- Entrepreneurial mindset with a passion for helping others and building relationships.
- Coachable, positive attitude, and open to constructive feedback.
- Motivated by achieving and exceeding personal and team sales targets.
- Comfortable adapting to changing client needs and new technologies.
- Confident communicator who enjoys working with people and problem-solving.
Other Relevant Information
- Employment is with an independent contractor agent, not directly with the insurance company.
- Successful completion of all licensing requirements and agency training programs is required.
- This agency supports a diverse and inclusive workplace, encouraging applicants from all backgrounds to apply.
- Take the next step in your insurance career by applying through the job application button provided.
State Farm agents are independent contractors who hire their own employees. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents' employees are not employees of State Farm.