Account Representative

6 days ago


Mansfield Center, Connecticut, United States Anthony Raggi - State Farm Agent Full time
Job Overview

We are seeking a highly motivated and customer-focused individual to join our team as an Account Representative. As an Account Representative, you will play a key role in establishing and maintaining strong relationships with our customers, providing them with exceptional service and support.

Responsibilities
  • Establish and maintain strong relationships with customers, providing them with personalized service and support.
  • Use a customer-focused, needs-based review process to educate customers about insurance options and provide them with tailored solutions.
  • Work with the agent to establish and meet marketing goals, identifying opportunities to grow our customer base and increase sales.
  • Develop leads, schedule appointments, and identify customer needs, marketing appropriate products and services to meet those needs.
  • Maintain a strong work ethic with a total commitment to success each and every day.
Requirements
  • Graduation from an accredited college or university preferred, consideration is given to equivalent sales/customer service experience, education, and training.
  • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.
  • Successful track record of meeting sales goals/quotas preferred.
  • Interest in marketing products and services based on customer needs.
  • Excellent interpersonal skills.
  • Excellent communication skills - written, verbal, and listening.
  • Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
  • People-oriented.
  • Organizational skills.
  • Self-motivated.
  • Detail oriented.
  • Proactive in problem solving.
  • Experience in a variety of computer applications, particularly Windows.
  • Pride in getting work done accurately and timely.
  • Ability to work in a team environment.
  • Ability to multi-task.
  • Ability to make presentations to potential customers.
  • Achieve mutually agreed upon marketing goals.
  • Ability to effectively relate to a customer.
  • Ability to execute a detailed business plan.
  • Experience in marketing financial products.
  • Knowledge of financial services products.
  • Ability to explain complex financial issues in understandable terms.
  • Life and Health license (must be able to obtain).
  • Series 6 and 63 (must be able to obtain).
  • Courses on ethical and customer centered sales practices will be required.
  • Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education.
  • Bachelor's degree preferred.


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