Account Representative - State Farm Agent Team Member

Curtbeckham

Lake Charles (LA)

On-site

USD 32,000 - 55,000

Full time

4 days ago
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Benefits offered by this job

Opportunity for advancement
Paid time off
Training & development
Bonus based on performance

Job summary

Curt Beckham State Farm is seeking an Insurance Account Representative to grow the agency through meaningful customer relations and by serving as a liaison between customer needs and agency departments.

You will market relevant products and services, develop leads, schedule appointments, and provide prompt, friendly service across inquiries about coverage, billing, and policy changes. Licenses for Property & Casualty and Life & Health are required or obtainable.

Qualifications

  • Experience in sales preferred.
  • Experience in managing customer relationships preferred.
  • Interest in marketing products and services based on customer needs.
  • Excellent written, verbal, and listening communication skills.
  • Dedicated to customer service.
  • Able to anticipate customer needs.
  • Able to relate effectively to customers.
  • Self-motivation and initiative.
  • Multi-tasking ability.
  • Positive attitude.
  • Property & Casualty license (must be able to obtain).
  • Life & Health license (must be able to obtain).

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, eligibility, coverages, policy changes, transfers, claims, and billing clarification.
  • Maintain a strong work ethic with a total commitment to success and customer satisfaction each and every day.
  • Use a customer-focused, needs-based review process to educate customers about insurance options.
  • Have fun and be happy.

Skills

Sales experience
Customer service
Communication skills
Self-motivation
Multi-tasking
Positive attitude
Licenses obtainable

Job description

Benefits:
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • Bonus based on performance

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 an Insurance Account Representative for Curt Beckham State Farm, 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.
  • Maintain a strong work ethic with a total commitment to success and customer satisfaction each and every day.
  • Use a customer-focused, needs-based review process to educate customers about insurance options
  • Have fun and be happy
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
  • Self-Motivation and a desire to take initiative
  • Multi-tasker
  • Positive attitude
  • Property & Casualty license. (must be able to obtain)
  • Life & Health license (must be able to obtain)
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