- Account Representative – The primary responsibility of the position is the acquisition of new customers through a customer centric, needs based conversation about insurance and financial services. To accomplish this, the Account Representative cultivates news leads from their personal network, community events, and other leads sources as may be available.
The successful Account Representative – builds strong rapport with prospects through a conversation based on the customer’s needs. The Account Representative asks qualifying questions to understand the prospect’s needs, wants, and dreams and builds a custom plan to manage the risks of everyday life, while working to realize their dreams.
The Account Representative – follows legal, ethical, and State Farm guidelines to educate prospects and customers about insurance and financial services offerings, make recommendations in the customer’s best interests, complete applications accurately, and empower prospects and customers to make informed decisions about their insurance and financial needs.
This position requires licensing in Property & Casualty, Life, and Health Insurance. Those who are not currently licensed may be eligible after testing obtaining the appropriate license.
Job Duties & Responsibilities:
o Develops leads through personal networking, community events and the use of warm leads as they may be available.
o Contacts prospects according to Acquisition
Follow Up Program.
o Conducts needs based conversations with prospects to understand risks, exposures, and customer needs.
o Asks clarifying and qualifying questions to identify unmet needs, wants, and dreams.
o Helps prospects and customers to understand potential threats.
o Educates prospects and customer on features and benefits of insurance and financial services products.
o Builds customized insurance and financial services packages to meet customer’s needs.
o Documents interactions and sales appropriately, based on office standards.
o Maintains an awareness of insurance and financial services markets and competitor offerings.
o Completes licensing, continuing educations, certifications and compliance learnings as required.
o Refers financial services needs to the Agent – Financial Services
Representative as necessary.
Required Qualifications:
o Licensed in Property & Casualty, (or the ability to obtain licenses), as well as states as required by business needs.
o Ability to solve problems using resources provided
o Comfortable speaking with clients, whether over the phone, via text, or in person.
o Persuasive reasoning and active listening skills.
o High School diploma or equivalent.
Preferred Qualifications:
o Life, and Health Insurance producer license in their resident state (or the ability to obtain licenses), as well as states as required by business needs.
o Prior experience in Sales
o Background in the insurance industry
o Experience delivering client-focused solutions and in creating long-lasting relationships.
o Persistent nature with a goal-oriented mind.
To apply please provide resume and references or get more information, please contact:
Joe Russo
111 W Liberty St.
Charles Town, WV 25414
Business: 304-728-7416
Joe@russoinsureswv.com
