Insurance Account Representative - State Farm Agent Team Member

Benefits:

• Competitive salary
• Dental insurance
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Vision insurance

ROLE DESCRIPTION:
Tom Pearson State Farm is seeking an organized and proactive account rep to continue to grow this agency and increase the impact we have on our local community. Your contributions as a motivated professional who thrives in a fast-paced environment pave an entryway for growing your career and expanding your income.

We look forward to incorporating your energy and marketing perspective into our team as we build success together.

SKILLS/ ABILITIES

o Ability to learn and apply product, industry and market knowledge to make professional recommendations to prospects and policyholders and to satisfy insurance licensing requirements.
o Ability to influence others.
o Ability to create professional business relationships with prospects and policyholders.
o Strong listening, oral and written communication skills.
o Ability to take initiative and act effectively in various circumstances without direction.
o Self-confidence/perseverance/strong work ethic: remain positive and maintain progress towards a goal in spite of obstacles and adversity.
o Goal oriented: highly motivated and resourceful to achieve results.
o Proven track record of trustworthiness, dependability and ethical behavior.
o Proven problem solving ability: apply and balance conceptual and analytical thinking by breaking down complex problems, evaluating alternative sources of action and their likely outcomes, and selecting the best alternative.
o Ability to organize and act on several activities concurrently.

DUTIES AND RESPONSIBILITIES

o Implement the agencys marketing/sales plan at direction of the agent.
o Work from the agents office to contact prospects and current policyholders to generate interest in sales appointments.
o Conduct needs based sales interviews in the agents office supported by technology (including Insurance and Financial Reviews).
o Meet marketing goals set by the agent.
o Provide prompt, accurate, friendly, cost-effective service and utilize it as a basis for establishing a marketing opportunity.
o As directed by the agent, work with agents computer system to update information in customer databases used by the agent.
o Perform other related duties as assigned by the agent. Must exceed sales goals.

MISSION

We help protect what matters most, recover from the unexpected and help realize your dreams.

We will fulfill this mission by providing clients:

• The value of State Farms entire product portfolio
• Annual reviews to manage uncovered risks, assess financial needs, and maximize available discounts
• Retirement and estate planning
• Unmatched claims service
• Exceptional customer service
• One stop for all needs

CORE VALUES

• Self-motivated.
• Pro active
• Team player.
• Positive excited to learn and grow.
• Disciplined.
• Accountable.
• Transparent.
• Aligned. Growth oriented people.
• Results oriented

VISION

• To be the first and best choice in Richmond for Insurance and retirement planning.
• Brand Insure 10k families
• Revenue - $10 Million
• People Create top ranked best places to work in Richmond, with multiple six figure employee comp.

QUALIFICATIONS:

• Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.
• 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

BENEFITS:

• Salary plus commission/bonus
• Paid time off (vacation and personal/sick days)
• Health benefits
• Growth potential/Opportunity for advancement within my office