Insurance Account Representative

6 hours ago


Winter Park, Florida, United States Amanda Chase Koenig - State Farm Agent Full time
Job Overview

We are seeking a highly motivated and results-driven Insurance Account Representative to join our prestigious agency, Amanda Chase Koenig - State Farm Agent. As a key member of our team, you will play a crucial role in marketing financial products and insurance policies to manage everyday risks and bring in new clients to our agency.

Responsibilities
  • Utilize a client-focused, needs-based review process to educate new clients about insurance options and financial services.
  • Collaborate with the agent to establish and meet marketing goals, as well as goals for new client growth.
  • Consistently meet goals for calling new clients and educating them on appropriate financial services and insurance coverage options.
  • Focus on positive community outreach and develop leads, schedule appointments, identify client needs, and market appropriate products and services.
Qualifications
  • 2+ years of sales experience.
  • Spanish speaking preferred.
  • Enthusiastic approach to sales and bringing in new clients to the agency.
  • Bachelor's degree in finance, economics, accounting, or a related field preferred.
  • Must be able to obtain relevant financial service licenses.
  • Proven experience working as a financial services representative.
  • Proficiency in Microsoft Office applications.
  • Strong mathematical skills.
  • Excellent analytical, organizational, and problem-solving skills.
  • Effective communication skills.
  • Exceptional customer service skills.
  • Positive outlooks and high level of energy.
  • Successful track record of meeting sales goals/quotas.
Benefits
  • Sign on bonus may be available for exceptional candidates.
  • Highly competitive salary plus commission/bonus and team bonuses.
  • Generous paid time off (vacation and personal/sick days).
  • Extra paid days off awarded on team and personal production goals.
  • Health benefits.
  • Disability insurance stipend.
  • Growth potential/Opportunity for advancement within my office.
  • 401k with match.
  • Paid education and training in top sales strategies.
  • Recognition for consistently surpassing individual production goals.
What Sets Us Apart
  • We are backed by State Farm's 102 years of stability and success.
  • As one of the top State Farm agents in the nation, we have built an incredible reputation.
  • We offer a positive team culture with a focus on growth and education.
  • Agency-sponsored team outings.
  • Excellent location in the vibrant Winter Park community.


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