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Insurance Account Representative

2 months ago

Spring, United States Patrick Danielson - State Farm Agent Full time
Job DescriptionJob DescriptionBenefits:
  • 401(k) matching
  • Bonus based on performance
  • Donation matching
  • Opportunity for advancement
  • Paid time off
  • Profit sharing
  • Signing bonus
  • Training & development

ROLE DESCRIPTION:
As Insurance Account Representative - State Farm Agent Team Member for Patrick Danielson - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.

A description of you:


  • You have high standards, both professionally and personally. You have a positive attitude. You are goal oriented. You want to exceed your goals and make more money. You are confident, assertive, and competitive. You are outgoing and enjoy talking to people. You are trustworthy and dependable. You are a quick learner. You are teachable. You want to be around other like-minded winners. You may aspire to be in charge and be the boss. You want to learn how to manage others. You may want to own your own agency in the future.
Qualifications:

  • Insurance or sales experience helps, but is not required.
  • Must pass a criminal background check.
  • Must pass two state exams to obtain P & C / Life & Health licenses. Costs are reimbursed. Licenses not required up front.
  • Available to work these hours: Monday - Thursday 9:00 AM to 6:00 PM and Friday 9:00 AM to 5:00 PM.
  • Bilingual in English and Spanish preferred, but not required.
  • High school diploma required; bachelor's degree preferred.
  • Equivalent work experience required if no college.
  • Proficient in computer systems such as Excel, Word, Salesforce, etc.
Responsibilities:

  • Work existing leads, develop new leads, schedule appointments, identify customer's needs and market appropriate products which include auto, home and life insurance.
  • Outbound calls. Sales presentations in person and over the phone.
  • Establish relationships and actively respond in a timely manner with customers.
  • Network, market, and attend various events and functions.
  • Social media marketing.