Account Representative - State Farm Agent Team Member

Jessica Majors - State Farm Agent
Montgomery, AL, US
Full-time

Job Description

Job Description

Benefits :

  • Life Insurance
  • 10 Flex hours / week
  • 401(k)
  • 401(k) matching
  • Bonus based on performance
  • Dental insurance
  • Health insurance
  • Paid time off

INSURANCE LICENSES REQUIRED

see ALDOI.GOV for licensing information; there are online and in person classes (1 week) available for the two exams

Position Overview

Successful State Farm Agent is seeking a qualified or aspiring professional to join their winning team for the role of Account Representative - State Farm Agent Team Member.

We seek an energetic professional interested in advancing their insurance and financial career through value-based conversations and remarkable customer experience.

The Account Representative is a midlevel position within our agency focused on forming and deepening customer relationships, providing insurance recommendations and reviews, and improving customer retention.

You should have 6+ months of experience with insurance and the ability to perform a financial review (a track record of successful sales performance is desired) for the Account Representative position;

without this experience, please apply for the Account Associate Position. Account Associates normally transition to Account representatives in 6-12 months.

Responsibilities

  • Use a customer-focused, needs-based review process to educate customers about insurance options.
  • Work with the agent to establish and meet marketing and sales goals through calls, referrals, events, and appointments.
  • Be committed to providing a remarkable customer experience through appointments with customers in order to review policies for their alignment with the customer's goals and make appropriate insurance and financial recommendations.
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

As an Agent Team Member, you will receive...

  • Group Life Insurance Benefits
  • $40,000 Base Salary plus ($1000 Tenure raise each year)
  • Monthly activity-based (sales, calls, quotes, etc.) bonus to reward exceeding minimum expectations.
  • Health benefits (100% employer paid health and dental for the employee)
  • Paid time off (12-30 Days each year based on tenure; can be used for personal or sick) and cash out privileges.
  • Ability to earn an additional 8 hours of PTO each week for meeting all expectations on your weekly checklist
  • Paid Holidays (Birthday, New Years, Memorial Day, Independence Day, Labor Day, Thanksgiving, Christmas; other paid off days added at agent's discretion)
  • 3 days scheduled in office (7am-6pm) with the remaining 10 hours flexible (you can work these anytime during the week; remote work permitted)
  • 401k with up to a 3.5% employer match

Requirements

Property & Casualty Insurance Producer License (must have prior to starting; weeklong class and state test. Visit ALDOI.

GOV for more information)

  • Life & Health Insurance Producer License
  • Ability to perform a needs-based insurance and financial review appointment.
  • Achieve mutually agreed upon activity goals (sales activity that is 100% in your control) to drive new business.
  • Act ethically in your actions with customers, your peers, and the agency (we have a 0% tolerance for unethical behavior)
  • Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
  • Be committed to learning and growing; you will be challenged, encouraged, and given the resources to be better today than you were yesterday.

If you have a history of complacency, you will not enjoy our team culture.

If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.

This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs.

State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.

Flexible work from home options available.

30+ days ago
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