Account Associate - State Farm Agent Team Member

Mike McClaskie - State Farm Agent

  • Hilliard, OH
  • 29 days ago
  • Full-time

Highlights

Referral Network Building: Develop strategic relationships with local centers of influence, such as real estate agents, mortgage brokers, and car dealerships, to secure consistent inbound referrals. Overcoming Objections & Closing: Proactively address prospect concerns, demonstrate competitive advantages, and ask for the sale to consistently meet or exceed monthly new business production goals.

Numbers & Facts

LocationHilliard, OH
Job TypeFull-time

Description

Benefits:
  • Opportunity for advancement
  • Training & development
  • 401(k) matching
  • Bonus based on performance
  • Competitive salary

Insurance Sale

ROLE DESCRIPTION:
As Sales Representative for Mike McClaskie Insurance agency, you are vital to our daily business operations and customers’ success. You help grow our office 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:
  • Lead Generation & Prospecting: Build a continuous pipeline of new business through cold calling, networking, local community involvement, and following up on marketing leads. 
  • Referral Network Building: Develop strategic relationships with local centers of influence, such as real estate agents, mortgage brokers, and car dealerships, to secure consistent inbound referrals. 
  • Needs Assessment & Fact-Finding: Schedule and conduct discovery consultations to analyze prospects' current coverage, financial situations, and unique risk exposures. 
  • Quoting & Presentation: Calculate competitive premiums, customize protection plans, and present tailored insurance solutions that clearly outline the value of the coverage. 
  • Overcoming Objections & Closing: Proactively address prospect concerns, demonstrate competitive advantages, and ask for the sale to consistently meet or exceed monthly new business production goals. 
  • Underwriting Coordination: Collect accurate risk profiles, complete applications without errors, and coordinate with underwriters to secure fast policy approval and binding. 
  • Exemplary Client Onboarding: Deliver a smooth onboarding experience for new policyholders before seamlessly transitioning them to the account management or customer service team.
QUALIFICATIONS:
  • Strong organizational skills and attention to detail.
  • Excellent customer service and communication skills.
  • Previous experience in insurance or a related field preferred.


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