CRAIG A. MARTIN INSURANCE AND FINANCIAL SERVICES, INC.
1 - 10 employees
💸 Finance
👥 B2C
Finance • B2C
CRAIG A. MARTIN INSURANCE AND FINANCIAL SERVICES, INC. is a State Farm insurance agency located in Lakeland, Florida that provides insurance and financial planning services to individual customers. The agency offers personal lines such as auto, home, and life insurance, and assists clients with retirement planning and risk management. It functions as a local, customer-facing firm hiring team members for roles in customer relations, account management, and reception to support policy servicing and claims assistance.
Account Manager
Job not on LinkedIn
🕒 April 13
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CRAIG A. MARTIN INSURANCE AND FINANCIAL SERVICES, INC.
1 - 10 employees
💸 Finance
👥 B2C
Finance • B2C
CRAIG A. MARTIN INSURANCE AND FINANCIAL SERVICES, INC. is a State Farm insurance agency located in Lakeland, Florida that provides insurance and financial planning services to individual customers. The agency offers personal lines such as auto, home, and life insurance, and assists clients with retirement planning and risk management. It functions as a local, customer-facing firm hiring team members for roles in customer relations, account management, and reception to support policy servicing and claims assistance.
📋 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
• Prior insurance experience highly preferred • Must hold current insurance license (Florida 215) • 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 • Must reside in the EST zone
🏖️ Benefits
• Simple IRA • Bonus based on performance • Competitive salary • Flexible schedule • Opportunity for advancement • Paid time off • Training & development • Health insurance
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