Kelli Swart Insurance Agency Inc · 1 month ago
Join Our Winning Team as a State Farm Account Manager - Hybrid Role!
Kelli Swart Insurance Agency Inc is expanding and seeking motivated individuals for a hybrid role as a State Farm Sales Account Manager. This position combines customer care and insurance sales responsibilities, focusing on helping clients understand their insurance needs and building lasting relationships while developing a career in the insurance industry.
Insurance
Responsibilities
Learn the insurance industry, State Farm products, and our agency’s unique approach
Prepare for and pass state licensing exams for Property & Casualty Insurance and Life & Health Insurance
Use a client-focused, needs-based approach to educate, advise, and empower clients
Collaborate with the team to set and achieve insurance sales goals aligned with the agency vision
Develop and follow up on leads, schedule appointments, identify client needs, and market appropriate insurance and financial products
Provide outstanding customer service, answering questions, resolving issues, and maintaining positive client relationships
Deliver excellent customer care in a fast-paced, hybrid sales and service environment
Qualification
Required
Ability and willingness to obtain Property & Casualty and Life & Health licenses
Preferred
Sales experience (outside sales, inside sales, retail sales, telemarketing, or customer service) preferred
Proven track record of meeting or exceeding sales goals and quotas
Passion for helping customers by matching insurance products to their needs
Excellent communication skills — verbal, written, and active listening
Enthusiasm for insurance and financial services as tools that help clients protect their futures
Self-motivated with a strong initiative and team-player attitude
Comfortable making presentations to potential clients
Benefits
401(k) matching
Dental insurance
Health insurance
Opportunity for advancement
Paid time off to recharge
Life insurance benefits
Roth/401(k) retirement plan with matching contributions
Exciting travel incentives
Training and support to obtain required Property & Casualty and Life & Health insurance licenses
Company
Kelli Swart Insurance Agency Inc
Kelli Swart State Farm mission is to provide remarkable service to our customers, friends, families and neighbors and make sure they are prepared for the unexpected in Life and to understand insurance policies.
Funding
Current Stage
Early StageCompany data provided by crunchbase