Client-Focused Insurance & Financial Services Advisor

Jeanniegregory

Hendersonville (TN)

On-site

USD 35,000 - 60,000

Full time

2 days ago

Be an early applicant

Application generator

A complete application in a minute — tailored resume and cover letter, ready to send.

Get past ATS filters

Benefits offered by this job

Health insurance

Vision insurance

401(k) matching

Company parties

Competitive salary

Dental insurance

Job summary

Jeannie Gregory State Farm is looking for an Account Representative to grow the agency by building strong customer relationships and proactively marketing relevant insurance and financial products. You will act as a liaison between customer needs and agency departments to improve lives through tailored coverage options.

The role emphasizes outbound and inbound customer interactions, appointment setting, and delivering excellent service while contributing to the agency’s growth and community

Qualifications

Experience in sales and customer relationships preferred.
Strong communication and listening skills.
Dedicated to customer service and helping customers.
Ability to anticipate and relate to customer needs.

Responsibilities

Develop leads, schedule appointments, identify customer needs, and market products and services.
Establish customer relationships and follow up as needed.
Provide prompt, accurate, and friendly customer service including inquiries on coverages, policy changes, and billing.
Promote lasting customer relations and satisfaction.

Skills

Sales experience

Customer relationships

Communication skills

Customer service mindset

Ability to identify needs

Education

Property & Casualty license

Life & Health license

Job description

The role emphasizes outbound and inbound customer interactions, appointment setting, and delivering excellent service while contributing to the agency’s growth and community

Get your free, confidential resume review.

or drag and drop your file here.