Insurance Account Representative

Patrick Hall - State Farm Insurance Agent

full-time

Posted on:

Location Type: Remote

Location: Colorado • United States

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Salary

💰 $75,000 - $80,000 per year

About the role

  • 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)
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
salesnegotiationinsurance policiespolicy reviewscross-sellingupsellingcustomer interactionlead generationsales targetscoverage adjustments
Soft Skills
relationship buildingself-motivatedgoal-orientedcommunicationcustomer needs identificationproactivetailored solutionsretention maximizationrapport buildinglong-term client relationships
Certifications
Property/Casualty insurance licenseLife/Health insurance license