Client Relations & Insurance Sales Specialist

ana cervantes - State Farm Agent; Riverside (CA); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Parental leave

Training & development

401(k) matching

Bonus based on performance

Competitive salary

Job summary

Ana Cervantes - State Farm Agent is seeking an Account Representative to grow the agency through strong customer relations and proactive marketing of relevant products and services. You will serve as a liaison between customer needs and agency departments to support daily operations and drive success.

You will develop leads, schedule appointments, identify customer needs, and maintain relationships while delivering prompt, friendly service.

Qualifications

• Experience in sales 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 based on customer needs

Communication skills

Customer service oriented

Anticipate customer needs

Relate to customers effectively

Property & Casualty license

Job description

Ana Cervantes - State Farm Agent is seeking an Account Representative to grow the agency through strong customer relations and proactive marketing of relevant products and services. You will serve as a liaison between customer needs and agency departments to support daily operations and drive success.

You will develop leads, schedule appointments, identify customer needs, and maintain relationships while delivering prompt, friendly service.