What are the responsibilities and job description for the Account Sales Representative position at Lindsay Perrico State Farm agent?
Company Description Lindsay Perrico State Farm Agent is a locally focused insurance agency serving individuals and families in Lakewood, OH and surrounding communities. The office offers a range of State Farm products, including auto, home, renters, life, and business insurance, as well as financial services options. Team members work closely with customers to understand their needs and recommend appropriate coverage and solutions. The agency emphasizes relationship-building, personalized service, and community engagement. Joining the team provides opportunities for professional growth, sales experience, and potential long-term career paths within the State Farm network.
Role Description The Account Sales Representative is a full-time, hybrid role based in Lakewood, OH, with some flexibility to work from home. This role focuses on generating new business and managing existing customer accounts through outbound calls, inbound inquiries, and in-person meetings. Daily responsibilities include identifying customer needs, presenting insurance and financial service products, preparing quotes, and guiding customers through the application and onboarding process. The representative will follow up on leads, maintain accurate records in agency systems, and support retention efforts by reviewing policies and offering coverage updates. Collaboration with the agent and team on sales campaigns, community outreach, and customer service initiatives is also expected.
Qualifications
Role Description The Account Sales Representative is a full-time, hybrid role based in Lakewood, OH, with some flexibility to work from home. This role focuses on generating new business and managing existing customer accounts through outbound calls, inbound inquiries, and in-person meetings. Daily responsibilities include identifying customer needs, presenting insurance and financial service products, preparing quotes, and guiding customers through the application and onboarding process. The representative will follow up on leads, maintain accurate records in agency systems, and support retention efforts by reviewing policies and offering coverage updates. Collaboration with the agent and team on sales campaigns, community outreach, and customer service initiatives is also expected.
Qualifications
- Sales and customer service skills, including the ability to build rapport, handle objections, and maintain long-term client relationships.
- Communication and interpersonal skills, with strong listening, clear verbal and written communication, and a professional phone presence.
- Organization and time management skills, such as managing a sales pipeline, prioritizing tasks, and documenting interactions accurately.
- Basic technology proficiency, including CRM or agency management systems, email, and office productivity tools.
- Ability to work in a hybrid environment, staying self-motivated and accountable both in-office and while working from home.
- High school diploma or equivalent required; post-secondary education in business, marketing, or a related field is beneficial.
- Previous experience in sales, retail, or financial services is preferred but not mandatory; willingness to learn and pursue appropriate insurance licensing is expected.
- Commitment to ethical conduct, confidentiality, and providing inclusive, non-discriminatory service to all customers.