Insurance Account Representative

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đź•’ April 13

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Logo of Paul Barton - State Farm Insurance Agent

Paul Barton - State Farm Insurance Agent

11 - 50 employees

đź’¸ Finance

👥 B2C

Finance • B2C

Paul Barton - State Farm Insurance Agent is a local State Farm franchised insurance agency based in Tigard, Oregon, led by second-generation agent Paul Barton. The office provides a range of personal and commercial insurance products — including auto, homeowners, condo, renters, life, health, pet, recreational vehicle, boat, and business insurance — along with banking and annuities. Licensed in Oregon and Washington, the agency emphasizes community involvement, bilingual service (English and Spanish), personalized quotes, claims assistance, and out-of-state transfer support.

đź“‹ Description

• Proactively generate and follow up on leads to drive new business. • Meet and exceed sales targets by closing policies across multiple lines of insurance. • Identify customer needs and present tailored insurance solutions. • Conduct policy reviews and recommend coverage adjustments. • Assist with renewals, cross-selling, and upselling to maximize retention. • Maintain accurate records of sales activities and customer interactions.

🎯 Requirements

• State Farm experience is required. • Must hold current insurance licenses (Property/Casualty and Life/Health). • Strong sales and negotiation skills with a proven track record of success. • Ability to build rapport and establish long-term client relationships. • Self-motivated, goal-oriented, and eager to grow within a sales-driven environment.

🏖️ Benefits

• 401(k) • Bonus based on performance • Competitive salary • Flexible schedule • Health insurance • Opportunity for advancement • Paid time off • Training & development

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