Account Representative - State Farm Agent Team Member

Kaitlin Ponce•Atlanta, GA

3d•Onsite

About The Position

This is a part-time, in-office position with a State Farm agent team. The agency focuses on providing excellent customer service and has a fun, competitive, and high-energy culture that rewards outstanding performance. The team's mission is to help people manage risks, recover from the unexpected, and realize their dreams by offering auto insurance, home insurance, life insurance, and retirement planning services. The role involves prospecting for new clients, establishing customer relationships, identifying customer needs, and marketing appropriate products and services. A customer-focused, needs-based review process is used to educate clients about their insurance and financial services options.

Requirements

Dedicated to customer service
Sales experience preferred (outside sales or inside sales representative, retail sales associate, or telemarketing)
Self-motivated
Able to obtain Property and Casualty License
Able to obtain a Life/Health License
Able to achieve mutually agreed upon marketing goals
Interested in marketing products and services based on customer needs

Responsibilities

Prospecting for new client opportunities through calling leads, outside marketing, networking, obtaining referrals, and other targeted lists.
Establish customer relationships and follow up with customers, as needed.
Schedule appointments, identify customer needs, and market appropriate products and services while providing prompt, accurate, and friendly customer service.
Use a customer-focused, needs-based review process to educate customers about their insurance and financial services options and put them on a path to meet their long-term goals.
Use exemplary communication skills to efficiently meet the needs of customers while promoting the development of our business.