Account Associate - State Farm Agent Team Member

Insurance Sale ROLE DESCRIPTION: As Sales Representative for Mike Mc. Claskie Insurance agency, you are vital to our daily business operations and customers’ success. You help grow our office through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of customers by proactively marketing relevant products and services.

• RESPONSIBILITIES:
• Lead Generation & Prospecting: Build a continuous pipeline of new business through cold calling, networking, local community involvement, and following up on marketing leads.
• Referral Network Building: Develop strategic relationships with local centers of influence, such as real estate agents, mortgage brokers, and car dealerships, to secure consistent inbound referrals.
• Needs Assessment & Fact-Finding: Schedule and conduct discovery consultations to analyze prospects' current coverage, financial situations, and unique risk exposures.
• Quoting & Presentation: Calculate competitive premiums, customize protection plans, and present tailored insurance solutions that clearly outline the value of the coverage.
• Overcoming Objections & Closing: Proactively address prospect concerns, demonstrate competitive advantages, and ask for the sale to consistently meet or exceed monthly new business production goals.
• Underwriting Coordination: Collect accurate risk profiles, complete applications without errors, and coordinate with underwriters to secure fast policy approval and binding.
• Exemplary Client Onboarding: Deliver a smooth onboarding experience for new policyholders before seamlessly transitioning them to the account management or customer service team.

QUALIFICATIONS

• Strong organizational skills and attention to detail.
• Excellent customer service and communication skills.
• Previous experience in insurance or a related field preferred.