Account Representative - State Farm Agent Team Member

Lisa Davis - State Farm Agent

Raleigh, NC

JOB DETAILS
SKILLS
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
LOCATION
Raleigh, NC
POSTED
20 days ago
Benefits:
  • 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).

About the Company

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Lisa Davis - State Farm Agent