Coaching, Cross-Selling, Customer Experience, Customer Relations, Customer Retention/Renewal, Customer/Client Research, Develop and Maintain Customers, Exceeded Sales Goal, Insurance, Interpersonal Skills, Leadership, Problem Solving Skills, Reimbursement, Sales, Sales Management, Sales Strategy, Strategic Planning, Track Customer Issues, Training/Teaching
- License Reimbursement
- Salary Plus Commission
- Group Life
- 401(k)
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Opportunity for advancement
- Paid time off
- Training & development
ROLE DESCRIPTION:
As the Account Representative for Lisa Davis - State Farm Agent, you play a pivotal role in driving the success of our agency. You’ll lead sales efforts by developing strong client relationships, being part of a high-performing sales team, and ensuring our customers receive exceptional service and tailored insurance solutions. Through your dedication, you’ll inspire growth and make a positive impact on both the agency and the community we serve.
Grow your career while helping others safeguard their future. We’re excited to welcome a dynamic, results-oriented professional like you to our team!
RESPONSIBILITIES:
- Develop and implement strategic sales plans to achieve agency goals and objectives.
- Build and maintain relationships with clients to drive retention and expand referral networks.
- Conduct policy reviews, assess client needs, and recommend tailored insurance solutions.
- Proactively market and cross-sell products to warm and cold leads.
- Oversee customer issue resolution and ensure a positive client experience.
QUALIFICATIONS:
- Proven experience in sales management, preferably in insurance or a related field.
- Demonstrated ability to meet or exceed sales targets.
- Strong leadership, coaching, and interpersonal skills.
- Ability to build rapport with clients and foster long-term relationships.
- Active state insurance licenses (or willingness to obtain them promptly).
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Lisa Davis - State Farm Agent