Insurance Account Representative
Location: ALBUQUERQUE, NM
Job Type: fulltime
Company: Jesse Leal - State Farm Agency
Salary: $25000.0 - $41000.0 per year
Category: Insurance
Job Description Apply Now
Insurance Account Representative - Summary
The Insurance Account Representative role offers a dynamic opportunity to join a recognized, successful insurance agency. As an Insurance Account Representative, you will play a vital role in delivering exceptional customer service and supporting clients with their insurance needs. This position is ideal for individuals who are passionate about helping others, enjoy building relationships, and thrive in a fast-paced, team-oriented environment. By providing expert guidance and fostering value-based conversations, you will contribute to the growth and success of the agency while developing your own professional skills and career prospects. Embracing this opportunity as an Insurance Account Representative can lead to a rewarding and fulfilling journey in the insurance industry.
Duties & Responsibilities- Establish and nurture customer relationships, including routine follow-up to ensure ongoing satisfaction and address client needs.
- Identify and develop new service opportunities with both existing and prospective clients, supporting agency growth and client retention.
- Deliver prompt, accurate, and friendly customer service by responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claims, and billing clarifications.
- Utilize a customer-focused, needs-based review process to educate clients about available insurance options and help them make informed decisions.
- Generate insurance quotes, conduct sales presentations, and close sales in alignment with agency goals.
- Build and maintain ongoing networking relationships to expand the agency’s reach within the community and client base.
- Demonstrate a strong work ethic and a daily commitment to achieving agency and personal success.
- Competitive base salary with potential for performance-based bonuses.
- Paid time off, including vacation and personal/sick days, to support work-life balance.
- Valuable hands-on experience in the insurance field, enhancing your professional profile and skill set.
- Opportunities for advancement and career growth within the agency based on performance and contribution.
- Property and Casualty license (or ability to obtain as required).
- Life and Health license (or ability to obtain as required).
- Excellent interpersonal skills, with the ability to connect and communicate effectively with clients and team members.
- Strong written, verbal, and listening communication abilities.
- Organizational skills to manage multiple tasks and client needs efficiently.
- Detail-oriented and proactive in identifying solutions and resolving client issues.
- Self-motivated with a commitment to providing outstanding customer service.
- Ability to adapt to new technology and learn computer functions pertinent to the role.
- Demonstrated ability to work both independently and collaboratively as part of a team.
- Capacity to multi-task and manage time effectively in a high-volume environment.
- Willingness to stay current with product changes, licensing requirements, technical developments, and continuing education.
- Energetic and motivated self-starter who thrives in a fast-paced setting.
- People-oriented individual who values building strong relationships with clients and colleagues.
- Dedicated to achieving personal and agency goals through consistent, high-quality performance.
- Adaptable and eager to learn, with a drive for continuous improvement and professional development.
- Committed to delivering a remarkable customer experience with each interaction.
- This Insurance Account Representative position is offered by an independent contractor agent and not directly through the parent insurance company. Candidates must be able to complete all applicable licensing and training programs successfully.
- Employees in this role are employed by the agency owner, not by the insurance company itself.
- The agency is committed to fostering an inclusive and supportive work environment that values diversity and equal opportunity.
- If you are excited about starting or advancing your career as an Insurance Account Representative, take the next step by clicking the job application button to submit your resume and begin the interview process.
Join a respected agency, make a positive impact on clients’ lives, and discover a path for growth as an Insurance Account Representative. Apply today and become a valued member of a thriving team!