Account Manager - State Farm Agent Team Member

Trey Poole - State Farm Agent
Prattville, AL

Job Description

Job Description

Benefits:

  • 401(k) matching
  • Bonus based on performance
  • Opportunity for advancement
  • Paid time off
  • Training & development
As an Insurance Agent/Representative, you will be responsible for helping clients understand and purchase insurance policies that meet their needs. You will serve as a trusted advisor, providing guidance on various insurance products, including life, health, auto, and property insurance. Your goal is to build and maintain strong relationships with clients while driving sales and ensuring customer satisfaction.

Key Responsibilities:

  • Client Consultation: Meet with clients to assess their insurance needs and provide tailored recommendations based on their individual circumstances.
  • Policy Sales: Present and explain various insurance products to clients, helping them understand the benefits and coverage options.
  • Customer Relationship Management: Build and maintain strong relationships with clients to encourage retention and referrals.
  • Claims Assistance: Assist clients with the claims process, ensuring they understand what is needed and providing support as necessary.
  • Market Research: Stay informed about industry trends, competitor offerings, and changes in regulations to effectively advise clients.
  • Sales Targets: Achieve and exceed sales targets set by the agency or company, contributing to overall business growth.
  • Documentation and Compliance: Maintain accurate records of client interactions, policy details, and compliance with regulatory requirements.
Qualifications:

  • Proven experience in insurance sales or customer service is preferred.
  • Strong communication and interpersonal skills.
  • Ability to build rapport and trust with clients.
  • Goal-oriented with a track record of achieving sales targets.
  • Knowledge of insurance products and regulations.
  • Relevant licenses (e.g., life and health, property and casualty) are required or must be obtained.
Benefits:

  • Competitive salary and commission structure.
  • Opportunities for professional development and advancement.
  • retirement benefits (after 2 years)
  • A supportive team environment.
Posted 2025-08-31

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