Account Representative - State Farm Agent Team Member

Angie Lewis - State Farm Agent

  • Ocala, FL
  • 30+ days ago
  • Full-time

Highlights

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. 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.

Numbers & Facts

LocationOcala, FL
Job TypeFull-time

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.
 

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