Remotery

Account Representative

atKaitlin Ponce Insurance, Inc.US flagUnited StatesFull-timeAccount ManagerJuniorMid-level$50k – $80k/year

Posted May 7

📋 Description

• Identify and pursue new client opportunities through lead calling, external marketing efforts, networking, obtaining referrals, and other strategic lists.

• Build and maintain customer relationships, ensuring to follow up as necessary.

• Arrange appointments, assess customer needs, and promote suitable products and services while delivering prompt, accurate, and courteous customer service.

• Employ a customer-centric, needs-oriented review process to inform clients about their insurance and financial service options, guiding them toward achieving their long-term objectives.

• Utilize exceptional communication skills to effectively address customer needs while fostering business growth.


⛳️ Requirements

• A minimum of 2 years of experience with State Farm Insurance is required.

• Must possess full licensing (Property/Casualty and Life/Health).

• Strong commitment to customer service is essential.

• Sales experience is preferred, which may include outside sales, inside sales representative roles, retail sales associate positions, or telemarketing.

• Self-motivated individuals are encouraged to apply.

• Ability to meet mutually agreed marketing objectives is necessary.

• A keen interest in marketing products and services aligned with customer needs is important.


🏝️ Benefits

• 401(k) matching.

• Performance-based bonuses.

• Opportunities for career advancement.

• Paid time off.

• Training and development programs.

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