What are the responsibilities and job description for the Account Representative - State Farm Agent Team Member position at Chris McCafferty - State Farm Agent?
Job Title : Sales Account Representative
Location : The McCafferty State Farm Agency
Position Type : Full-Time
About Us :
The McCafferty State Farm Agency is a leading insurance agency in South Florida dedicated to providing exceptional service and personalized insurance solutions to our clients. We pride ourselves on our commitment to helping individuals and families protect what matters most. Our team is passionate, motivated, and dedicated to making a positive impact in our community.
Job Summary :
We are seeking a dynamic and results-oriented Sales Account Representative to join our team. In this role, you will be responsible for building and maintaining strong relationships with clients, identifying their insurance needs, and providing tailored solutions that align with their goals. You will play a key role in driving sales and promoting our range of insurance products, including auto, home, life, and health insurance.
Key Responsibilities :
- Develop and maintain strong relationships with new and existing clients.
- Conduct needs-based assessments to understand clients' insurance requirements.
- Present and explain insurance products and services to clients, highlighting their benefits and features.
- Provide quotes and policy recommendations, ensuring clients understand their options.
- Follow up with clients to ensure satisfaction and address any questions or concerns.
- Collaborate with team members to achieve sales goals and contribute to a positive team environment.
- Stay informed about industry trends, market conditions, and competitor offerings.
- Participate in community events and networking opportunities to promote the agency and generate leads.
- Maintain accurate records of client interactions and transactions in our CRM system.
- Meet or exceed monthly sales targets and performance metrics.
- High school diploma or equivalent; Bachelor’s degree in Business, Marketing, or related field preferred.
- Previous experience in sales, customer service, or insurance preferred.
- Strong communication and interpersonal skills with the ability to build rapport quickly.
- Excellent organizational skills and attention to detail.
- Self-motivated with a strong desire to succeed and achieve sales goals.
- Ability to work both independently and as part of a team.
- Proficient in Microsoft Office Suite and CRM software.
- Valid insurance license (or willingness to obtain one) is required.
- Competitive salary with commission opportunities.
- Comprehensive benefits package, including health insurance, retirement plan, and paid time off.
- Ongoing training and professional development opportunities.
- A supportive and collaborative team environment.
- Opportunities for career advancement within the agency.
Qualifications :
What We Offer :
How to Apply :
If you are passionate about sales and helping clients find the right insurance solutions, we would love to hear from you! Please submit your resume and a cover letter detailing your relevant experience to [insert email address or application link].
The McCafferty State Farm Agency is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Salary : $75,000 - $130,000