Account Associate - State Farm Agent Team Member
About The Position
As a Sales Representative for Mike McClaskie Insurance Agency, the Account Associate supports daily business operations and helps customers succeed. The role contributes to office growth by building meaningful customer relationships and connecting customer needs with agency departments, while proactively marketing relevant products and services. The position focuses on generating and developing new business, assessing prospects’ insurance needs, preparing and presenting tailored coverage options, and closing sales to meet or exceed monthly production goals. It also involves coordinating applications and risk information with underwriters, then providing a smooth onboarding experience for new policyholders before transitioning them to account management or customer service. Mike McClaskie - State Farm Agent describes the agency as an established, growth-oriented office with a motivated team and an environment intended to be fun, challenging, and rewarding. The agency’s mission is to help people manage everyday risks, recover from the unexpected, and realize their dreams. State Farm agents are independent contractors and make their own employment decisions for their employees.
Requirements
- Strong organizational skills and attention to detail.
- Excellent customer service and communication skills.
Nice To Haves
- Previous experience in insurance or a related field.
Responsibilities
- Build a continuous pipeline of new business through cold calling, networking, local community involvement, and following up on marketing leads.
- Develop relationships with local referral sources, including real estate agents, mortgage brokers, and car dealerships.
- Schedule and conduct discovery consultations to assess prospects’ current coverage, financial situations, and risk exposures.
- Calculate premiums, customize protection plans, and present tailored insurance solutions.
- Address prospect concerns, explain coverage advantages, and ask for the sale to meet or exceed monthly new business production goals.
- Collect accurate risk profiles, complete applications, and coordinate with underwriters to obtain policy approval and binding.
- Provide new policyholders with a smooth onboarding experience and transition them to the account management or customer service team.
Benefits
- Opportunity for advancement
- Training and development
- 401(k) matching
- Bonus based on performance
- Competitive salary
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
