Account Representative - State Farm Agent Team Member

ROLE DESCRIPTION: As an Account Representative for Walter Casanas State Farm Agency, you are vital to our daily business operations and agency success. You grow our agency through meaningful customer relations and acting as an advisor for the needs of our potential and existing customers. You improve the lives of our customers by positioning relevant products and services that best fit their needs.

Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.

• Responsibilities
• Contact prospective customers and respond promptly to new leads.
• Quote and present Auto, Life, Home, Renters and other insurance products based on customer needs.
• Consistently follow up with prospects and move opportunities toward a decision.
• Accurately document every customer interaction, follow-up, and lead status in the agency system.
• Follow the agency’s established sales process.
• Work as a team—support shared opportunities, assist teammates when needed, and help the office reach its overall goals.
• Participate in team training, coaching, and performance reviews.
• Requirements
• Personal Lines and Life insurance licenses in New Jersey: The agency will cover the cost of the licensing coursework; however, candidates must be fully licensed prior to starting the position.
• Confident, professional communicator who is comfortable making outbound calls and presenting insurance solutions.
• Team-oriented, coachable, and willing to follow established agency systems.
• Dependable, organized, and consistent with follow-up and documentation.
• Goal-oriented with a positive attitude and willingness to learn.
• Able to work effectively both independently and as part of a collaborative sales team.