Insurance Account Representative

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🕒 March 18

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Logo of Dondrell Swanson - State Farm Insurance Agent

Dondrell Swanson - State Farm Insurance Agent

1 - 10 employees

👥 B2C

💸 Finance

⚕️ Healthcare Insurance

B2C • Finance • Healthcare Insurance

Dondrell Swanson - State Farm Insurance Agent is a local State Farm insurance agency based in Gilbert, Arizona that provides a broad range of personal and small-business insurance and financial products. The office offers auto, motorcycle, homeowners, condo, renters, life, health (including Medicare supplements), pet, boat and recreational vehicle insurance, as well as banking, annuities and other financial services. The agency emphasizes customer service with bilingual (English/Spanish) staff, virtual meeting options, extended contact availability, and a multi-person team of licensed representatives serving the Phoenix-area communities.

📋 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

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

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