Client Success & Insurance Solutions Rep

Keiko Pacheco - State Farm Agent; Honolulu (HI); On-site; USD 40,000 - 56,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

Keiko Pacheco - State Farm Agent is seeking an Account Representative to support daily operations, grow the agency through meaningful customer relations, and act as a liaison between customer needs and agency departments. The role emphasizes proactive marketing of relevant insurance and financial products and delivering exceptional service.

Ideal candidates have sales experience, strong customer service orientation, and the willingness to pursue a Property & Casualty license.

Qualifications

• Experience in sales and customer-facing roles.
• Experience in managing customer relationships is preferred.
• Interest in marketing products and services based on customer needs.
• Strong written and verbal communication skills.
• Dedicated to delivering excellent customer service.
• Willingness to obtain Property & Casualty license.

Responsibilities

• Develop leads, schedule appointments, identify customer needs, and market products and services.
• Establish customer relationships and follow up with customers as needed.
• Provide prompt, accurate, and friendly customer service, including inquiries on coverage, billing, and policy changes.
• Promote long-lasting customer relations and trust.

Skills

Sales experience

Customer relationships

Communication skills

Customer service orientation

Property & Casualty license readiness

Job description

Keiko Pacheco - State Farm Agent is seeking an Account Representative to support daily operations, grow the agency through meaningful customer relations, and act as a liaison between customer needs and agency departments. The role emphasizes proactive marketing of relevant insurance and financial products and delivering exceptional service.

Ideal candidates have sales experience, strong customer service orientation, and the willingness to pursue a Property & Casualty license.