Insurance Account Representative (Licensed)
Location: MERCED, CA
Job Type: fulltime
Company: Peter Padilla - State Farm Agency
Salary: $45000.0 - $75000.0 per year
Category: Insurance
Job Description Apply Now
If you are an experienced professional in the insurance industry and hold the necessary licenses, the opportunity to join a leading insurance agency as an Insurance Account Representative (Licensed) is now available. This full-time position offers the chance to build your career in a dynamic, customer-focused environment that values growth, empowerment, and service excellence. The agency is dedicated to delivering comprehensive insurance solutions, supporting both customer needs and team success. By joining this award-winning team, you will be positioned to contribute meaningfully to the agency’s mission and your own professional development.
In this role, you will utilize your expertise to engage with clients, identify their needs, and provide tailored insurance products and services. As an Insurance Account Representative (Licensed), you will play a crucial role in building relationships, ensuring customer satisfaction, and driving sales growth. The organization fosters a collaborative culture where innovation, personal achievement, and strategic thinking are celebrated. If you’re ready to bring your passion for insurance and customer service to a supportive team, this could be the perfect next step in your career.
Insurance Account Representative (Licensed) - SummaryThe Insurance Account Representative (Licensed) position is responsible for driving the success of the agency through proactive client engagement, sales, and exemplary service. This role involves developing leads, scheduling appointments, and providing professional guidance on insurance policies, including Property & Casualty and Life & Health. The position offers a supportive environment with opportunities for advancement, ongoing training, and a strong commitment to professional growth. Working in Merced, CA, you will benefit from being part of a respected agency with a reputation for excellence in the insurance field.
Duties & Responsibilities- Develop and cultivate insurance leads through various channels to expand the client base.
- Schedule and conduct appointments with prospective and existing clients to assess insurance needs.
- Market appropriate insurance products and services, including Property & Casualty and Life & Health policies.
- Establish and maintain strong customer relationships, providing regular follow-up to ensure satisfaction.
- Deliver prompt, accurate, and friendly customer service, including responding to inquiries about policy availability, eligibility, coverage options, claim submissions, billing, and policy changes.
- Support customers through the claims process, clarifying billing issues and facilitating policy transfers as needed.
- Meet or exceed sales goals and quotas as set by the agency.
- Maintain detailed and accurate records of client interactions, communications, and policy information.
- Participate in ongoing professional development and training programs as required by the agency and regulatory standards.
- Competitive base pay, commensurate with experience and licensing.
- Bonus and commission opportunities based on production and performance.
- PTO including vacation, holiday, and personal/sick days.
- Health insurance allowance and life insurance coverage.
- Retirement plan options.
- Valuable industry experience and opportunities for advancement within the agency.
- Active Property & Casualty license (required).
- Active Life & Health license (required).
- Experience in insurance sales or a related field preferred.
- Track record of meeting or exceeding sales goals is highly desirable.
- Strong communication skills, including written, verbal, and listening abilities.
- Self-motivated with the ability to work independently and as part of a team.
- Excellent organizational and multitasking skills.
- Ability to build rapport and effectively relate to a diverse client base.
- Must pass a background check and successfully complete any additional licensing requirements or training as mandated by the agency.
- Holds current Property & Casualty and Life & Health insurance licenses.
- Demonstrates a passion for helping others and delivering outstanding customer service.
- Is goal-oriented, driven to succeed, and able to thrive in a fast-paced environment.
- Possesses a positive attitude, strong interpersonal skills, and a commitment to ongoing learning.
- Enjoys collaborating with a supportive team to drive collective success.
- This is a full-time position within an independent contractor insurance agency representing a major national brand.
- Employees must complete all applicable licensing requirements and training programs as determined by the agency.
- The agency is committed to providing a welcoming, inclusive environment for all team members and clients.
- Working in Merced, CA offers the benefit of joining a community-focused agency known for its dedication to customer service.
- Applicants are encouraged to apply by submitting their resume and clicking the job application button to begin the process.
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.