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Insurance Account Representative

2 months ago


Woodland Park, Colorado, United States Szymankowski Insurance Agency, Inc. Full time
About the Role

We are seeking a highly motivated and customer-focused Insurance Account Representative to join our team at Szymankowski Insurance Agency, Inc. As a key member of our team, you will be responsible for establishing and maintaining strong relationships with our clients, identifying their insurance needs, and providing tailored solutions to meet those needs.

Key Responsibilities
  • Customer Relationship Building: Establish and maintain strong relationships with clients, understanding their insurance needs and providing personalized solutions.
  • Insurance Needs Assessment: Identify clients' insurance needs and provide recommendations for State Farm insurance products that meet those needs.
  • Product Sales and Marketing: Use a customer-focused approach to sell and market State Farm insurance products to both cold and warm leads.
  • Lead Generation and Management: Develop leads, schedule appointments, and identify customer needs to market appropriate insurance products and services.
Benefits and Perks
  • Competitive Salary and Commission: Earn a competitive salary plus commission/bonus for meeting sales targets.
  • Health Benefits: Enjoy comprehensive health benefits, including medical, dental, and vision coverage.
  • 401K Plan: Participate in our 401K plan with company match.
  • Paid Time Off: Enjoy paid vacation and personal/sick days.
  • Flexible Hours: Work flexible hours to meet the needs of our clients and the agency.
  • Growth Opportunities: Develop your skills and advance your career within our agency.
Requirements
  • Marketing and Sales Skills: Demonstrate a passion for marketing and selling insurance products based on customer needs.
  • Excellent Communication Skills: Possess excellent written, verbal, and listening communication skills.
  • People-Oriented: Be a people person with a strong focus on customer service.
  • Detail-Oriented: Demonstrate attention to detail and a commitment to accuracy.
  • Proactive Problem-Solving: Show a proactive approach to problem-solving and a willingness to learn.
  • Computer Skills: Be able to learn and use computer functions to manage client relationships and sales activities.
  • Team Player: Demonstrate a strong ability to work in a team environment.