What are the responsibilities and job description for the Insurance Account Representative position at Liz Portee State Farm?
Benefits:
- Bonus based on performance
- Competitive salary
- Opportunity for advancement
- Paid time off
- Training & development
ABOUT OUR AGENCY:
I’m a proud alumna of Benedict College, where I earned my degree in Business Administration with a concentration in Marketing. Before becoming an agent, I gained valuable experience as an insurance consultant at IBM. Family is at the heart of everything I do, and I’ve had the privilege of serving as a State Farm agent for the past 12 years.
Our team lives by a “work hard, play hard” philosophy, grounded in professionalism, integrity, and timeliness. We pride ourselves on being knowledgeable advisors who prioritize our clients’ needs and deliver exceptional service. To support our team’s well-being, we offer a health stipend, paid leave, and observe major holidays off—including each employee’s birthday.
Our mission is to empower clients with the knowledge and support they need to make confident, informed decisions. We’re looking for a career-focused, professional individual who shares our values and brings a strong sense of urgency and commitment to excellence. If you’re ready to grow with a team that values both performance and people, we’d love to meet you.
ROLE DESCRIPTION:
Liz Portee - State Farm Agent is a leading insurance agency dedicated to providing exceptional service to our customers. We are currently seeking a dynamic individual to join our team as an Insurance Account Representative - State Farm Agent Team Member.
Our ideal candidate is highly organized, detail-oriented, and committed to contributing to a positive and productive workplace. If you thrive in a supportive role and are eager to learn and grow within the insurance industry, we invite you to apply and become a valued member of our team.
RESPONSIBILITIES:
- Greet customers warmly in person and over the phone, directing them to the appropriate team members.
- Assist in handling incoming inquiries and maintaining customer records.
- Engage in conversations with prospective and existing customers, identifying opportunities to offer insurance options.
- Provide excellent customer service and follow up on customers needs.
- Support the team with various administrative tasks and projects.
QUALIFICATIONS:
- Communication and interpersonal skills.
- Organizational and multitasking abilities.
- Comfortable with engaging in sales conversations.
- Basic computer skills, including Microsoft Office and CRM systems.