Insurance Account Representative
Location: OXFORD, PA
Job Type: fulltime
Company: Chuck Weed - State Farm Agency
Salary: $50000.0 - $75000.0 per year
Category: Insurance
Job Description Apply Now
Insurance Account Representative
Join a dynamic team as an Insurance Account Representative, where you will play a pivotal role in assisting clients with their insurance and financial service needs. This full-time opportunity is ideal for individuals who are passionate about providing exceptional customer service, fostering client relationships, and helping others make informed decisions about their insurance coverage. The Insurance Account Representative position offers a rewarding environment for those who thrive in a client-focused, collaborative setting and are eager to build a long-term career in the insurance industry.
As an Insurance Account Representative, you will be responsible for establishing and maintaining relationships with clients by understanding their unique insurance and financial requirements. You will engage with prospects and existing customers through a consultative approach, utilizing approved processes and client management systems to ensure consistent follow-up and high-quality service. This role includes educating clients about a wide range of insurance products, banking options, investment opportunities, and lending solutions designed for both individuals and small business owners. By developing leads, scheduling appointments, and identifying the most suitable products for each client, you will directly contribute to the agency’s success and growth.
This position is perfect for someone with a strong interest in marketing, sales, and customer engagement. Excellent communication skills—both written and verbal—are essential, as you will interact with clients via phone, email, and in-person meetings. The ideal candidate is detail-oriented, proactive in addressing client needs, and comfortable working with technology. Experience in retail sales and a background in insurance, particularly with property and casualty licensing, are highly beneficial. Comprehensive training and support are provided, and the agency will sponsor licensing costs for qualified candidates.
Employees in this role enjoy a supportive work environment with opportunities for professional growth and advancement. The agency values team collaboration and offers a range of benefits, including base salary with commissions and bonuses, supplemental health benefits, paid time off, flexible hours, retirement plan eligibility, agency-sponsored licensing, and a sign-on bonus for fully licensed applicants. This is an excellent chance to develop your skills, contribute to a successful agency, and make a meaningful impact in the lives of clients.
If you are motivated to succeed, eager to help others, and looking for a career with advancement opportunities, apply now for the Insurance Account Representative position by clicking the job application button. Take the next step in your professional journey and become a valued member of an established insurance agency.
Insurance Account Representative - Summary- Full-time position focused on client relationship management and insurance product education
- Integral role within a respected insurance agency
- Opportunities for growth and advancement within the agency
- Supportive, team-oriented work environment
- Establish and maintain strong client relationships through effective communication and follow-up
- Utilize customer-focused, needs-based review processes to educate clients about insurance, banking, lending, and investment products
- Develop leads, schedule client appointments, and identify customer needs
- Market appropriate products and services to clients and schedule investment consultations for the Agent
- Follow established process flows and procedures using the agency’s client management system
- Proactively resolve client inquiries and issues
- Support agency growth by achieving sales and service objectives
- Competitive base salary with commissions and potential for bonuses
- Supplemental health benefits
- Paid time off for vacation, personal, and sick days
- Flexible working hours
- Eligibility for retirement plan benefits after 60 days
- Agency-sponsored licensing for qualified applicants
- Sign-on bonus available for applicants with current Property, Casualty, Life, & Health Insurance licenses
- Professional development and advancement opportunities
- Interest in marketing and promoting insurance products and services based on client needs
- Excellent verbal and written communication skills, including strong listening abilities
- Detail-oriented with strong organizational and multi-tasking skills
- Proactive problem-solving abilities
- Comfortable learning and using computer systems and client management software
- Ability to work effectively in a team environment
- Retail sales experience is encouraged
- Property and Casualty insurance licensing is highly recommended
- Ability to complete all required licensing and training programs successfully
- Outgoing and personable, with a genuine interest in helping others
- Highly motivated and goal-oriented
- Exceptional listening and problem-solving skills
- Comfortable with technology and process-driven tasks
- Able to adapt to changing client needs and agency priorities
- Looking for a long-term career with advancement opportunities
- State Farm agents are independent contractors who hire their own employees
- Employees of State Farm agents are not employees of State Farm
- All hiring decisions are made by the agent and not by State Farm
- Applicants must successfully complete all applicable licensing requirements and training programs
- Apply now by clicking the job application button to begin your career as an Insurance Account Representative