Client-Focused Insurance Account Specialist

Dsmithinsurance; Lutz (FL); On-site; USD 35,000 - 55,000; Full time

Benefits offered by this job

Health Stipen

End of year Bonus

Simple IRA

Bonus based on performance

Competitive salary

Opportunity for advancement

Paid time off

Training & development

Job summary

Doug Smith - State Farm Agent is seeking an Account Representative to support daily operations and customer success. You will grow the agency through meaningful relationships and by connecting customer needs with the right State Farm products and services.

You will develop leads, schedule appointments, and promote coverage options while upholding exceptional service quality and readiness to assist with billing questions and policy changes.

Qualifications

• Sales experience, inside or outside, preferred.
• Experience managing customer relationships preferred.
• Interest in marketing products based on customer needs.
• Excellent written and verbal communication.
• Dedicated to customer service and anticipating needs.

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, and billing.
• Promote successful and long-lasting customer relations.

Skills

Sales experience

Customer relationships

Communication skills

Problem solving

P&C license

Job description

Benefits:

• Health Stipen
• End of year Bonus
• Simple IRA
• Bonus based on performance
• Competitive salary
• Opportunity for advancement
• Paid time off
• Training & development
• Signing bonus

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 Doug Smith - State Farm Agent, 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. Must be able to maintain