Account Representative – Client Growth & Service

Trifunovic Insurance And Financial Services - State Farm Agent; San Marcos (CA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Free food & snacks

Opportunity for advancement

Paid time off

Parental leave

Profit sharing

Training & development

Flexible schedule

Job summary

Trifunovic Insurance and Financial Services - State Farm Agent is seeking an Account Representative to support business operations and client success in San Marcos, California. This role involves building client relationships, marketing insurance products, and assisting with policy management. Ideal candidates should possess strong communication skills and experience in customer service or sales. The position offers a competitive salary and numerous benefits, including training and development opportunities.

Qualifications

• Strong communication and interpersonal skills required.
• Detail-oriented and able to multitask necessary.
• Customer service or sales experience preferred.

Responsibilities

• Provide information about insurance products and services.
• Assist clients with policy applications and renewals.
• Handle client inquiries and provide timely responses.
• Maintain accurate records of client interactions.

Skills

Strong communication and interpersonal skills

Detail-oriented

Multitasking

Customer service experience

Sales experience

Job description

Trifunovic Insurance and Financial Services - State Farm Agent is seeking an Account Representative to support business operations and client success in San Marcos, California. This role involves building client relationships, marketing insurance products, and assisting with policy management. Ideal candidates should possess strong communication skills and experience in customer service or sales. The position offers a competitive salary and numerous benefits, including training and development opportunities.