Insurance and Financial Services Account Representative

Job overview

The Insurance and Financial Services Account Representative role is onsite in Princeton, IL, with annual compensation of $45,000–$65,000. The position supports the Adam Hellman State Farm agency’s daily operations and customer success. The representative develops customer relationships, connects customer needs with agency departments, and markets relevant products and services. The role supports agency growth by advising customers on insurance and financial services options and working toward sales and activity goals.

What you'll do

• Develop and maintain customer relationships in insurance and financial services
• consult customers on financial planning and insurance options
• assist with life, health, and property/casualty insurance needs
• stay current with market trends and product offerings
• meet daily, weekly, and monthly sales and activity goals.

What we're looking for

Skills & competencies

account representative

insurance

financial services

princeton il

adam hellman state farm

customer relationships

financial planning

life insurance

health insurance

property and casualty

$45,000–$65,000 annually

Work arrangement

• Weekend coverage required

Benefits & perks

• Performance-based bonus, competitive salary, advancement opportunity, paid time off, and training and development.

Why this role

Insurance and financial services experience is preferred but not required; ability to pass required licensing exams in a timely fashion is required.

About the employer

Adam Hellman - State Farm Agent is hiring for this role. Industry: Direct Property and Casualty Insurance Carriers. Sector: 52.