Insurance Account Representative

Duties and Responsibilities

• Prepare State Farm insurance proposals for prospects and current policyholders.
• Meet sales goals developed in conjunction with the Agent.
• Contact prospects and current policyholders to schedule Insurance and Financial Reviews (IFRs) and needs-based sales presentations.
• Congduct needs-based sales presentations by phone, in the Agent’s office, and as needed outside the office.
• Update client information in the Agent’s computer system/customer databases as directed.
• Prepare forms, policies, and endorsements when required.

Compensation & Benefits

• Compensation: Base salary plus commission
• Salary range: $45,000–$75,000 (base and commission combined)
• Retirement plan with employer match: Simple IRA
• High-performing office culture with a serious commitment to customer service
• Excellent training and ongoing coaching to help you succeed
• Growth potential, including the possibility of agency ownership (if desired)

Job Requirements

• Required Competencies
• Self Awareness | Learning | Coachability
• Relationship Building | Integrity | Passion
• Influence | Teamwork | Adaptability
• Inclusiveness | Communication | Results Oriented
• Initiative | Customer Focus | Problem Solving
• Competiveness | Need For Recognition | Computer Literacy

Qualifications

• Valid insurance license required or willingness to obtain one. We will train, provide licensing support, and pay for the license.
• Previous sales or customer service experience is preferred, but not required.
• Strong communication skills and a customer-first mindset.
• Coachable, dependable, and able to learn State Farm systems and processes.
• Comfortable working in a results-oriented environment.