Insurance Account Representative
Location: TORRANCE, CA
Job Type: fulltime
Company: Brenda L Hidalgo Leyva - State Farm Agency
Salary: $18.0 - $23.0 per hour
Category: Insurance
Job Description Apply Now
The Insurance Account Representative position offers a dynamic opportunity to play a key role in supporting agency operations, ensuring customer satisfaction, and driving growth within a leading insurance agency. As an Insurance Account Representative, you will be at the forefront of engaging with clients, understanding their unique needs, and connecting them with customized insurance solutions. This full-time role is ideal for individuals who excel at building relationships, thrive in a fast-paced environment, and have a passion for helping others achieve financial security and peace of mind.
In this Insurance Account Representative role, you will work collaboratively with a dedicated team to achieve agency goals, foster long-lasting client relationships, and contribute to the agency's ongoing success. The position requires a blend of strong communication skills, organizational abilities, and a commitment to maintaining the highest standards of professionalism and confidentiality. Your efforts will directly impact client outcomes, agency performance, and your personal career growth within the insurance industry.
This Insurance Account Representative opportunity provides valuable, hands-on experience in customer service, sales, and insurance operations. It is suited for individuals looking to develop expertise in property, casualty, life, and health insurance products. The agency environment is supportive and growth-oriented, offering advancement potential for motivated team members committed to excellence. If you are eager to make a difference, expand your skills, and be a trusted resource for clients, this Insurance Account Representative position could be the perfect fit for you.
Insurance Account Representative - Summary- Serve as the primary point of contact between clients and the insurance agency, facilitating smooth communication and understanding of insurance products.
- Work collaboratively with agency team members to achieve business development and customer service objectives.
- Proactively identify customer needs, recommend suitable insurance products, and support clients throughout the policy lifecycle.
- Maintain confidentiality and handle sensitive information with the utmost discretion and professionalism.
- Develop and nurture relationships with new and existing clients to ensure their insurance needs are met.
- Identify prospects, generate leads, and schedule appointments to present available insurance solutions.
- Conduct needs analysis to determine appropriate coverage and recommend products such as property, casualty, life, and health insurance.
- Collaborate with the agency team to set and meet marketing and sales goals.
- Maintain accurate records of interactions, policy details, and client communications in agency management systems.
- Participate in training and licensing programs to stay up-to-date with industry standards and regulations.
- Handle all client questions, concerns, and service requests efficiently and professionally.
- Support agency growth through effective cross-selling and up-selling of products and services.
- Demonstrate a strong work ethic and commitment to achieving daily and long-term goals.
- Competitive hourly base pay with opportunities for bonuses and commissions based on performance and licensing status.
- Comprehensive benefits package including paid time off (vacation and personal/sick days).
- Access to life insurance and retirement planning options.
- Ongoing training and professional development within the agency.
- Opportunities for career growth and advancement within the organization.
- Bilingual proficiency in English/Spanish or English/Japanese is preferred.
- Strong interpersonal and communication skills with a demonstrated ability to build rapport with clients.
- Prior experience in sales or customer service is preferred.
- Track record of meeting or exceeding sales goals and quotas is a plus.
- Ability to relate effectively to diverse customer needs and provide tailored solutions.
- Must be able to obtain Property & Casualty insurance license.
- Must be able to obtain Life and Health insurance license.
- Comfortable learning new systems and utilizing available resources to resolve client inquiries.
- Adaptable, resourceful, and eager to learn new processes and systems.
- Motivated to succeed in a goal-driven environment.
- Committed to delivering exceptional customer service and building trust with clients.
- Demonstrates integrity, professionalism, and a positive attitude.
- Enjoys being part of a collaborative team and contributing to overall agency success.
- Applicants must be able to successfully complete all licensing and training requirements mandated by the agency and applicable regulations.
- This position is with an independent insurance agency and not directly with any national insurance corporation.
- All employees must comply with agency policies and maintain client confidentiality at all times.
- The agency is an Equal Opportunity Employer and encourages individuals from all backgrounds and experience levels to apply.
- If you are ready to take the next step in your insurance career and make a positive impact, click the application button to submit your resume and begin the interview process.
We are an Equal Opportunity Employer and encourage applications from individuals of all backgrounds and experience levels.
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.