Insurance Account Representative (Licensed)
Location: Mountain Brook, AL
Job Type: fulltime
Company: State Farm
Salary: $50000.0 - $70000.0 per year
Category: Sales
Job Description Apply Now
The Insurance Account Representative (Licensed) role is a vital part of delivering exceptional service and support to clients within the insurance industry. As a full-time Insurance Account Representative (Licensed) at a leading agency in Mountain Brook, AL, you will play a key role in assisting customers with their insurance needs, supporting agency objectives, and contributing to a high-performing team environment. This position is tailored for professionals passionate about insurance sales, customer relationship management, and expanding their expertise in a dynamic agency setting. If you are looking for a rewarding career path within the insurance sector and want to make a positive impact by helping clients protect their assets and achieve peace of mind, this opportunity offers the ideal platform to utilize and grow your skills.
Working as an Insurance Account Representative (Licensed) provides the chance to develop meaningful relationships with customers, understand their unique needs, and recommend appropriate insurance solutions. The role emphasizes personal interaction, problem-solving, and proactive sales, making it well-suited for individuals who enjoy building trust-based connections and delivering value-driven service. The agency is committed to empowering its team members, offering ongoing training, and fostering an inclusive environment where everyone can thrive.
As part of a recognized and award-winning agency, you will benefit from a supportive culture focused on professional development, personal achievement, and collaborative success. The agency values innovation, accountability, and a customer-first mindset, ensuring that every client interaction is handled with care, accuracy, and integrity. Join a team where your contributions are celebrated, your talents are nurtured, and your career aspirations are supported.
Insurance Account Representative (Licensed) - Summary- Serve as a primary point of contact for clients, managing inquiries, policy changes, and service requests.
- Develop new business leads and maintain long-standing client relationships.
- Leverage sales skills to identify and fulfill customer insurance needs.
- Ensure compliance with industry standards and agency policies.
- Develop and qualify leads through various channels, including direct outreach and referrals.
- Schedule and conduct appointments with potential and existing clients to assess their insurance requirements.
- Identify customer needs and recommend suitable insurance products and services, including property & casualty, life, and health insurance.
- Establish and maintain strong customer relationships by providing prompt, accurate, and friendly service.
- Support clients with policy inquiries, eligibility checks, coverage explanations, policy changes, claim submissions, and billing clarifications.
- Follow up with clients as needed to ensure satisfaction and address ongoing needs.
- Consistently meet or exceed sales goals and quotas set by the agency.
- Collaborate with team members to achieve agency objectives and contribute to a positive workplace environment.
- Participate in training and professional development initiatives to stay current on insurance products and industry trends.
- Competitive base salary with commission and bonus potential.
- PTO including vacation and personal/sick days.
- Opportunities for valuable industry experience and professional growth.
- Potential for advancement within the agency for high-performing team members.
- Active Property & Casualty license required.
- Active Life & Health license preferred.
- Previous insurance sales experience or related sales experience (outside sales, inside sales, retail, or telemarketing) preferred.
- Demonstrated ability to meet or exceed sales targets.
- Excellent written, verbal, and listening communication skills.
- Self-motivated with strong organizational and multitasking abilities.
- Proven ability to build rapport and relate effectively to diverse customers.
- Driven insurance professional who thrives in a fast-paced, customer-focused environment.
- Possesses both the technical knowledge and interpersonal skills to deliver outstanding service and results.
- Adaptable, proactive, and eager to learn and grow within the insurance field.
- Values teamwork, integrity, and continuous improvement.
- This position is with an independent contractor agent and not directly with the parent insurance company.
- Employees must successfully complete all applicable licensing requirements and training programs.
- Independent contractor agents are responsible for hiring and managing their own teams.
- Employees of independent agents are not employees of the parent insurance company.
- Enjoy the benefits of working in Mountain Brook, AL, a vibrant community with a strong sense of connection and opportunity.
- All qualified candidates are encouraged to apply to take the next step in their insurance career by clicking the job application button below.
This agency is committed to equal employment opportunity and maintains a workplace free from discrimination. All employment decisions are made based on merit, qualifications, and business needs.