What are the responsibilities and job description for the Account Representative position at State Farm - Bonner Insurance Agency?
JOB PURPOSE
To work as an employee of a State Farm independent contractor agent assisting the agency team in marketing State Farm products and services through direct sales.
EXPERIENCE AND KNOWLEDGE:
o Experience in marketing, sales, and/or telephone customer service desirable.
o Experience with business software desirable.
SKILLS/ ABILITIES:
o Ability to learn and apply product, industry and market knowledge to make professional recommendations to prospects and policyholders and to satisfy insurance licensing requirements.
o Ability to influence others.
o Ability to create professional business relationships with prospects and policyholders.
o Strong listening, oral and written communication skills.
o Ability to take initiative and act effectively in various circumstances without direction.
o Self-confidence/perseverance/strong work ethic: remain positive and maintain progress towards a goal in spite of obstacles and adversity.
o Goal oriented: highly motivated and a resourceful focus to achieve results.
o Proven track record of trustworthiness, dependability and ethical behavior.
o Proven problem solving ability: apply and balance conceptual and analytical thinking by breaking down complex problems, evaluating alternative sources of action and their likely outcomes, and selecting the best alternative.
o Ability to organize and act on several activities concurrently.
JOB RELATED TRAINING COURSES, LICENSING AND PROGRAMS:
Successfully complete all company, state and federal requirements (licenses) to market and service designated State Farm products and continue to be licensed in good standing is required.
DUTIES AND RESPONSIBILITIES:
o Implement the agency’s marketing plan and direct mail campaigns at direction of the team leader.
o Work from the agent’s office to contact prospects and current policyholders to generate interest in insurance financial review appointments.
o Conduct needs based interviews in the agent’s office supported by technology.
o Meet marketing goals set by team leader and agent.
o Provide prompt, accurate, friendly, cost-effective service and utilize it as a basis for establishing a marketing opportunity.
o As directed by the agent, work with agent’s computer system to update information in customer databases used by team leader
o Perform other related duties as assigned by team leader.
COMPENSATION AND BENEFITS:
o Base/bonus/ plus commission. First year expected range 62k-uncapped
o Paid Time Off
o Health Care Benefit Allowance
Job Type: Full-time
Pay: $62,067.00 - $69,064.00 per year
Benefits:
- Paid time off
- Paid training
Compensation Package:
- Bonus opportunities
- Quarterly bonus
- Uncapped commission
Schedule:
- Evening shift
- Monday to Friday
- Weekends as needed
License/Certification:
- Driver's License (Preferred)
- Nebraska Insurance License (Required)
Work Location: In person
Salary : $62,067 - $69,064
