Brand Marketing (Branding), Cold Calling Skills, Communication Skills, Customer Relations, Customer Support/Service, Customer Training, Customer/Client Research, Detail Oriented, Financial Services, Insurance, Lead Generation, Licensing, Marketing, Needs Assessment, Presentation/Verbal Skills, Problem Solving Skills, Sales, Sales Closing Skills, Sales Prospecting, Time Management, Training/Teaching, Writing Skills
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Opportunity for advancement
- Paid time off
- Signing bonus
- Training & development
Join Our Team as an Account Representative!
Are you a motivated and customer-focused individual ready to build a rewarding career in the insurance industry? We're looking for a dedicated Full-Time, In-Person Account Representative to join our successful local agency with Caramon Current Insurance & Financial Services Inc.
This role is perfect for a self-starter who thrives on meeting new people, enjoys educating others, and is committed to helping individuals and families secure their financial future with the right insurance coverage and investment options. Your primary focus will be on prospecting and securing new business and ensuring our customers understand their coverage needs.
Key Responsibilities
* Prospecting & Lead Generation: Actively seek out and generate new business opportunities through various methods (e.g., networking, referrals, cold calling, community involvement) along with new prospects generated from our marketing/branding, internet lead providers and looking for opportunities within the existing customer base.
* Customer Needs Assessment: Conduct thorough reviews to understand potential clients' insurance needs and financial goals (Auto, Home, Life, Health, Retirement, etc.).
* Educating Clients: Clearly and concisely educate customers on their existing coverage, potential gaps, and the value of comprehensive insurance solutions.
* Solution Development: Recommend appropriate State Farm products and services to fill those gaps, ensuring clients are properly protected.
* Sales & Closing: Effectively present proposals, handle objections, and close sales to meet agency production goals.
* Team Collaboration: Work closely with the Agency Owner and team members to achieve overall agency objectives.
Qualifications We're Looking For
* Licensing: Must obtain a Property & Casualty (P&C) license and a Life & Health (L&H) producer license in Ohio within a specified timeframe (prior licensing is a significant advantage). We will guide the right candidate through the licensing process. (Securities Registrations such as the SIE, Series 6, Series 63, Series 65, or a ChFC designation are not required but allow you to service customers in more ways.)
* Experience: Previous experience in sales, customer service, or a goal-oriented environment is highly preferred. Organization and attention to details is a must!
* Communication Skills: Exceptional verbal and written communication skills; ability to build rapport quickly and deliver complex information clearly.
* Self-Motivated & Driven: Proven ability to work independently, manage time effectively, and maintain a high level of enthusiasm and initiative.
* Ethical Standards: A strong commitment to integrity, honesty, and professional ethics. Always putting customer needs first!
* Education: High school diploma or equivalent required.
* Must pass Federal & State Background Check
* Location: Must be able to work full-time and in-person at our agency office in Toledo, Ohio 43613
* Hours: Monday-Friday 8:45am - 5:00pm
Ready to start a career where you can truly make a difference? Want an opportunity with unlimited growth potential where you are directly rewarded for your contributions?
If you are a positive, driven individual looking for a challenging yet rewarding sales career with a great company, we encourage you to apply!
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Caramon Current - State Farm Agent