An Insurance Sales Agent sells insurance to customers, working on behalf of an insurance company or independent insurance agent. Evaluates the insurance coverage needed by a customer and proposes insurance packages and prices. May specialize in one line of insurance such as life insurance. May provide first point of contact for customers filing insurance claims.
Simple IRA Licensing paid by agency Health insurance Opportunity for advancement Paid time off Training & development Bonus based on performance Competitive salary
ABOUT OUR AGENCY
I opened my agency in 2006 and currently lead a team of four. Before becoming a State Farm agent, I worked as an Enrollment Counselor for the University of Phoenix, where I discovered my passion for helping people and building lasting relationships. I hold both a B.A. and an M.B.A., am the proud mother of two daughters and grandmother to one grandson, and love traveling. Being involved in the community is important to me. I enjoy participating in local events and supporting initiatives that make a positive difference for the families and businesses we serve. Our agency offers health benefits, a Simple IRA, professional development opportunities, team outings, and opportunities for career growth and advancement. We believe in investing in our team and creating an environment where everyone can succeed. Our culture is supportive, family-oriented, and focused on growth. I'm looking for someone who is coachable, personable, adaptable, and driven to succeed. If you enjoy working with people and want to be part of a collaborative team, we'd love to meet you.
ROLE DESCRIPTION
As an Account Representative for Lori Pasion - State Farm Agent, you are vital to our daily business operations and customers' success. You help grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of customers by proactively marketing relevant products and services.
RESPONSIBILITIES
Develop leads, schedule appointments, identify customer needs, and market products and services to help meet those needs. Establish customer relationships and follow up with customers, as needed. Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding product availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification. Promote successful and long-lasting customer relations.
QUALIFICATIONS
Experience in sales (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred. Experience in managing customer relationships preferred. Interest in marketing products and services based on customer needs. Communication skills - written, verbal, and listening. Dedicated to customer service. Able to anticipate customer needs. Able to effectively relate to customers.
