Client Growth & Relationship Specialist

Mike Potter - State Farm Agent; Boca Raton (FL); On-site; USD 40,000 - 56,000; Full time

Benefits offered by this job

License reimbursement

Health insurance

Advancement opportunities

Paid time off

Training & development

401(k) matching

Performance bonus

Competitive salary

Job summary

Mike Potter - State Farm Agent is seeking an Account Representative in Boca Raton, FL to grow the agency through proactive customer engagement and targeted product marketing. You will build relationships with clients, schedule appointments, and identify needs to tailor suitable insurance solutions.

The role emphasizes teamwork, ongoing training, and performance-based bonuses within a supportive, growth-oriented environment.

Qualifications

• Experience in sales preferred.
• Experience in managing customer relationships preferred.
• Interest in marketing products and services based on customer needs.
• Strong written communication skills.
• Strong verbal communication skills and attentive listening.
• Dedicated to customer service and anticipating needs.
• Ability to relate to customers effectively.

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 handling product availability, coverages, policy changes, transfers, claims, and billing questions.
• Promote long-lasting customer relations and trust.

Skills

Sales experience

Customer relationship management

Marketing products

Written communication

Verbal communication

Active listening

Customer service

Job description

Mike Potter - State Farm Agent is seeking an Account Representative in Boca Raton, FL to grow the agency through proactive customer engagement and targeted product marketing. You will build relationships with clients, schedule appointments, and identify needs to tailor suitable insurance solutions.

The role emphasizes teamwork, ongoing training, and performance-based bonuses within a supportive, growth-oriented environment.