Account Associate

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🕒 May 7

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Kaitlin Ponce Insurance, Inc.

WebsiteLinkedInAll Job Openings

1 - 10 employees

💸 Finance

👥 B2C

Finance • B2C

Kaitlin Ponce Insurance, Inc. is a State Farm insurance agency based in Atlanta, Georgia that provides personal and commercial insurance products and financial services across Georgia. The agency offers auto, homeowners, condo, renters, life, pet, motorcycle, boat, recreational vehicle and small business (commercial) insurance, plus investment and banking products through affiliated providers. Led by agent Kaitlin Ponce with a team of licensed representatives, the agency focuses on personalized, local service, policy reviews, relocations and claims support for individuals and small businesses.

📋 Description

• Prospecting for new client opportunities through calling leads, outside marketing, networking, obtaining referrals, and other targeted lists, etc. • Establish customer relationships and follow up with customers, as needed. • Schedule appointments, identify customer needs, and market appropriate products and services while providing prompt, accurate, and friendly customer service. • Use a customer-focused, needs-based review process to educate customers about their insurance and financial services options and put them on a path to meet their long-term goals. • Use exemplary communication skills to efficiently meet the needs of customers while promoting the development of our business.

🎯 Requirements

• Must have a minimum of 2 years of State Farm Insurance experience • MUST be fully licensed (Property/Casualty and Life/Health) • Dedicated to customer service • Sales experience preferred (outside sales or inside sales representative, retail sales associate, or telemarketing) • Self-motivated • Able to achieve mutually agreed upon marketing goals • Interested in marketing products and services based on customer needs

🏖️ Benefits

• 401(k) • 401(k) matching • Bonus based on performance • Competitive salary • Opportunity for advancement • Paid time off • Training & development • Uncapped commission opportunity • Monthly bonus opportunities • Health benefits • Employee retirement plan with matching • Travel promotion opportunity • Growth potential/Opportunity for advancement within my office