Insurance Account Representative

4 weeks ago


Portland, Oregon, United States Scott Brennan - State Farm Agent Full time
Insurance Account Position Overview

We are seeking a qualified professional to join our winning team as an Insurance Account Representative. As a successful State Farm Agent, we are looking for an energetic and motivated individual who is interested in helping our business grow through value-based conversations and remarkable customer experience.

Responsibilities:

  • Provide prompt, accurate, and friendly customer service, including responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
  • Use a customer-focused, needs-based review process to educate customers about insurance options.
  • Work with the agent to establish and meet marketing goals.
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

Benefits:

  • Simple IRA
  • Salary plus commission/bonus
  • Health benefits
  • Paid time off (vacation and personal/sick days)
  • Growth potential/Opportunity for advancement within my agency
  • Hiring Bonus in the range of $250 - $1000

Requirements:

  • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
  • Successful track record of meeting sales goals/quotas preferred
  • 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
  • Self-motivated
  • Detail oriented
  • Ability to work in a team environment
  • Ability to make presentations to potential customers
  • Achieve mutually agreed upon marketing goals
  • Experience in marketing
  • Property and Casualty license (must have currently)
  • Life and Health license (must be able to obtain)

We are a busy insurance and financial services office with a passion to make a difference in the lives of others and better the community. Our team works hard to reach our goals together as a team and have fun while we are doing it. If you want to work in an environment that is fun, challenging, and rewarding, then Scott Brennan - State Farm Agent may be the right fit for you. If you're willing to work hard and you expect to get results from yourself and those around you, we want to meet you and talk about the opportunity we have for you.

About Our Agency:

  • We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Business Insurance, Health Insurance, and Renters Insurance.
  • Our office is located in Portland.
  • Our office is open 9AM-5PM MF.
  • I am a proud graduate of Texas State University.
  • We currently have 4 team members at our agency.


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