What are the responsibilities and job description for the Account Representative - State Farm Agent Team Member position at David Christy - State Farm Agent?
Benefits:
- Disability insurance
- 401(k)
- Bonus based on performance
- Competitive salary
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
Join our team as an Insurance Solutions Specialist.
You will lead client conversations, provide personalized insurance guidance, and support both existing clients and new business in auto, life, health, and fire insurance.
In this role, you’ll balance client service and outreach by identifying needs, offering solutions, and managing relationships. You’ll engage with clients by phone, video, or in person, while collaborating with a supportive team.
Key Responsibilities
- Lead client conversations, identify needs, and recommend insurance solutions.
- Identify opportunities to expand coverage and offer additional products.
- Follow up, provide quotes, and complete new policy setups.
- Build and manage long-term client relationships.
- Collaborate with internal teams to ensure client needs are met.
- Respond to client inquiries and manage service requests like billing, claims, and policy changes.
What Success Looks Like
- You take ownership of client interactions and guide them to timely decisions.
- You build trust through clear, personalized recommendations.
- You manage your day to meet both client needs and agency goals.
- You balance service and outreach activities effectively.
Qualifications
- Strong communication skills and comfort leading client conversations.
- Ability to manage multiple tasks and prioritize effectively.
- Self-starter with a drive to take initiative and get things done.
- Comfortable with change and quick to adapt to new situations.
- Natural problem-solver who enjoys thinking on their feet.
- High school diploma or equivalent (college degree preferred).
- Must either already have or be willing to obtain insurance licenses
We welcome candidates in different career stages:
- New grads bringing strong soft skills but who need on the ground job experience and mentorship.
- Experienced professionals needing a change who are eager to grow and develop in the insurance industry.
Salary : $45,000 - $70,000