Account Representative

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $50k - $80k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 Account Manager

🚫👨‍🎓 No degree required

👻 Ghost score 0%

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Kaitlin Ponce Insurance, Inc.

WebsiteLinkedInAll Job Openings

1 - 10 employees

🛡️ Insurance

💸 Finance

👥 B2C

Insurance • 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

• Prospect for new client opportunities through calling leads, outside marketing, networking, obtaining referrals, and other targeted lists • Establish customer relationships and follow up with customers as needed • Schedule appointments, identify customer needs, and market appropriate products and services • Provide prompt, accurate, and friendly customer service • Use a customer-focused, needs-based review process to educate customers about insurance and financial services options • Help customers pursue long-term goals • Use communication skills to meet customer needs while promoting business development • Complete licensing assistance, job shadowing, product knowledge, sales training, and sales-growth goal activities • Work closely with the agent and management to understand the agent’s role and office logistics

🎯 Requirements

• 2+ Years of State Farm experience • Dedicated to customer service • Sales experience preferred (outside sales or inside sales representative, retail sales associate, or telemarketing) • Self-motivated • Able to obtain Property and Casualty License • Able to obtain a Life/Health License • Able to achieve mutually agreed upon marketing goals • Interested in marketing products and services based on customer needs • Ability to make outbound calls, including cold calls to potential customers • Employees must successfully complete applicable licensing requirements and training programs

🏖️ Benefits

• Opportunity for advancement • Paid time off • Training & development • 401(k) • 401(k) matching • Bonus based on performance • Uncapped commission opportunity • Monthly bonus opportunities • Health benefits • Employee retirement plan with matching • Travel promotion opportunity • Growth potential/Opportunity for advancement within my office • Licensing Assistance • Job shadowing and training with experienced representatives • Product knowledge & sales training courses