Account Representative - State Farm Agent Team Member

Angie Lewis - State Farm Agent
  • Ocala, FL
  • Full-time
30+ days ago

Job Description

Benefits:
  • Comprehensive training and professional development
  • 401(k)
  • Bonus based on performance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Paid time off

Role Description


As an Account Representative and Insurance Sales Team Member at Angie Lewis State Farm Agency, you will play a key role in daily agency operations and customer success. You’ll build meaningful client relationships, identify insurance and financial needs, and act as a trusted advisor by marketing and selling the right State Farm insurance and financial products within your role and licensing scope.


This is also a sales-focused position—we’re looking for people who are personable, sales-driven, and community-focused. If you want to grow into an insurance and financial services expert, you’ll receive coaching and training to build a strong sales clientele and earn at a high level.


Responsibilities


  • Develop and nurture long-term client relationships to increase retention and agency growth.
  • Conduct policy reviews and provide tailored recommendations to clients.
  • Recommend, explain, and sell State Farm insurance products to both new and existing clients.
  • Address and resolve customer concerns professionally, efficiently, and with a service-first mindset.
  • Prospect new clients through calling, networking, and follow-up on leads.
  • Manage and convert agency-provided leads into customers.
  • Represent the agency in the community through events, fairs, and outreach opportunities.
  • Collaborate with team members to achieve agency sales goals and deliver outstanding customer service.
  • Participate in ongoing training and development to improve product knowledge, sales skills, and performance.
QUALIFICATIONS:
Strong interpersonal and communication skills with a customer-centric mindset.
Demonstrated ability to meet or exceed sales targets.
Comfortable engaging in sales conversations and building rapport with diverse clients.
Self-motivated, organized, and able to work independently as well as part of a team.
Proficient with computer applications and willing to learn agency management software.
 

Numbers & Facts

LocationOcala, FL
Job TypeFull-time
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Skills

  • Coachingunmatched
  • Communication Skillsunmatched
  • Computer Skillsunmatched
  • Customer Relationsunmatched
  • Customer Support/Serviceunmatched
  • Exceeded Sales Goalunmatched
  • Financial Servicesunmatched
  • Health Insuranceunmatched
  • Insuranceunmatched
  • Insurance Salesunmatched
  • Interpersonal Skillsunmatched
  • Licensingunmatched
  • Marketingunmatched
  • Meet Sales Quotaunmatched
  • Needs Assessmentunmatched
  • Operationsunmatched
  • Organizational Skillsunmatched
  • Salesunmatched
  • Sales Prospectingunmatched
  • Team Playerunmatched
  • Training/Teachingunmatched

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