Insurance Account Representative

1 week ago


Muskegon, Michigan, United States Jake Kantola - State Farm Agent Full time
Job Overview

We are seeking a highly motivated and results-driven Insurance Account Representative to join our team at Jake Kantola - State Farm Agent. As an Insurance Account Representative, you will play a critical role in helping our business grow through value-based conversations and exceptional customer service.

Key Responsibilities
  • Establish and Maintain Customer Relationships

You will be responsible for building and maintaining strong relationships with our customers, understanding their needs, and providing personalized solutions to meet their insurance needs.

Insurance Needs Assessment and Education

You will use a customer-focused, needs-based review process to educate customers about insurance options, identify potential risks, and provide recommendations for insurance products and services.

Marketing and Lead Generation

You will work with our agent to establish and meet marketing goals, develop leads, schedule appointments, and identify customer needs to market appropriate products and services.

Benefits and Opportunities
  • Competitive Salary and Commission Structure

You will receive a competitive salary plus commission/bonus structure, providing opportunities for growth and advancement within our agency.

Health Benefits and Paid Time Off

You will be eligible for health benefits and paid time off, including vacation and personal/sick days, to ensure a healthy work-life balance.

Profit Sharing and Growth Opportunities

You will be eligible for profit sharing and have opportunities for growth and advancement within our agency, including the potential to become a licensed insurance professional.

Requirements
  • Sales Experience and Track Record

You will have a successful track record of meeting sales goals/quotas, preferably in a sales or customer service role.

Insurance Knowledge and Licenses

You will be required to obtain a Property and Casualty license and a Life and Health license to work in this role.

Communication and Presentation Skills

You will have excellent communication and presentation skills, with the ability to make presentations to potential customers and build strong relationships with our customers.



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