Customer-Centric Insurance Account Specialist

Tom Pearson - State Farm Agent; Richmond (VA); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Health insurance

Opportunity for advancement

Paid time off

Training & development

Vision insurance

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Dental insurance

Job summary

Tom Pearson - State Farm Agent is seeking an Account Representative to support daily operations and drive customer success. You will help grow the agency through meaningful client relations and by marketing relevant products and services to meet customer needs.

The role emphasizes building lasting relationships, providing prompt service, and identifying coverage options. Strong communication and a service mindset are essential for success in a client-focused environment.

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 relationships

Marketing products

Communication skills

Customer service

Anticipate customer needs

Relate to customers

Property & Casualty license

Job description

Tom Pearson - State Farm Agent is seeking an Account Representative to support daily operations and drive customer success. You will help grow the agency through meaningful client relations and by marketing relevant products and services to meet customer needs.

The role emphasizes building lasting relationships, providing prompt service, and identifying coverage options. Strong communication and a service mindset are essential for success in a client-focused environment.