Account Representative - State Farm Agent Team Member

Rachel Rooney Ins Agcy Inc; Kapolei (HI); On-site; USD 45,000 - 65,000; Full time

Job summary

Rachel Rooney Ins Agcy Inc. is seeking an Account Representative to grow the agency by building meaningful customer relationships and acting as a liaison between customer needs and agency departments.

You will proactively market relevant insurance and financial services products to improve customers' lives. The role emphasizes delivering prompt service, managing inquiries about coverages, policy changes, and billing, and promoting lasting customer relations through effective communication and

Qualifications

• Sales experience preferred.
• Experience in managing customer relationships preferred.
• Interest in marketing products and services based on customer needs.
• Strong written and verbal communication skills.

Responsibilities

• Develop leads, schedule appointments, identify customer needs, and market products and services to help meet those needs.
• Establish customer relationships and follow up with customers, as needed.
• Provide prompt, accurate, and friendly customer service including inquiries about product availability, coverages, policy changes, transfers, claims, and billing.

Skills

Sales experience

Customer relationships

Communication skills

Marketing products

License - P&C

Customer service

Job description

Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents are independent contractors that market State Farm Insurance and financial services products.

ROLE DESCRIPTION:

As Account Representative for Rachel Rooney Ins Agcy Inc., you are vital to our daily business operations and customers’ success. You help grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of customers by proactively marketing relevant products and services.

RESPONSIBILITIES:

• Develop leads, schedule appointments, identify customer needs, and market products and services to help meet those needs.
• Establish customer relationships and follow up with customers, as needed.
• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding product availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
• Promote successful and long-lasting customer relations.

QUALIFICATIONS:

• Experience in sales (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.
• Experience in managing customer relationships preferred.
• Interest in marketing products and services based on customer needs.
• Communication skills - written, verbal, and listening.
• Dedicated to customer service.
• Able to anticipate customer needs.
• Able to effectively relate to customers.
• Property & Casualty license.