Client-Focused Insurance & Financial Services Rep

Mark Byrd - State Farm Agent

Salisbury (NC)

On-site

USD 36,000 - 60,000

Full time

11 days ago

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Benefits offered by this job

Simple IRA
PTO (vacation/sick)
Advancement opportunities

Job summary

Mark Byrd - State Farm Agent in Salisbury, NC is seeking an Account Representative to join a customer-focused team handling insurance and financial service needs. You will establish relationships, provide prompt service, and educate clients on coverage options using a needs-based approach, with opportunities for growth within the agency.

State Farm agents' employees are not employees of State Farm. You will collaborate with the agent to achieve marketing goals and help customers manage everyday

Qualifications

  • Excellent communication skills, written and verbal.
  • Self-motivated and proactive in solving problems.
  • Detail oriented with strong customer service focus.
  • Ability to work in a team and relate to customers.

Responsibilities

  • Establish customer relationships and follow up as needed.
  • Provide prompt, accurate, and friendly customer service.
  • Educate customers about insurance options using needs-based reviews.
  • Help establish and meet marketing goals with the agent.

Skills

Communication skills
Self-motivated
Detail oriented
Problem solving
Customer service
Team player
Customer relation

Education

Property & Casualty license (must be able to obtain)
Life and Health license (must be able to obtain)

Job description

Mark Byrd - State Farm Agent in Salisbury, NC is seeking an Account Representative to join a customer-focused team handling insurance and financial service needs. You will establish relationships, provide prompt service, and educate clients on coverage options using a needs-based approach, with opportunities for growth within the agency.

State Farm agents' employees are not employees of State Farm. You will collaborate with the agent to achieve marketing goals and help customers manage everyday

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