Client Growth & Insurance Solutions Specialist

Marcel Dore - State Farm Agent; Issaquah (WA); On-site; USD 42,000 - 54,000; Full time

Job summary

Marcel Dore - State Farm Agent is seeking an Account Representative to support daily operations and customer success. You will help grow the agency through meaningful customer relations and act as a liaison between customer needs and agency departments.

You will proactively market relevant insurance and financial services products to clients. The role focuses on developing leads, scheduling appointments, identifying needs, and delivering prompt, friendly service while building long-term customer

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.

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.

Skills

Sales experience

Customer relationship management

Marketing products based on customer

Communication skills

Customer service

Anticipate customer needs

Relate to customers

Property & Casualty license

Job description

Marcel Dore - State Farm Agent is seeking an Account Representative to support daily operations and customer success. You will help grow the agency through meaningful customer relations and act as a liaison between customer needs and agency departments.

You will proactively market relevant insurance and financial services products to clients. The role focuses on developing leads, scheduling appointments, identifying needs, and delivering prompt, friendly service while building long-term customer