Customer-Driven Account Representative (Insurance)

Rebecca Pulliam - State Farm Agent; Texas; On-site; USD 40,000 - 60,000; Full time

Job summary

Rebecca Pulliam Insurance Agency is seeking an Account Representative who is outgoing and customer-focused to support daily operations and customer success. You will grow the agency by building meaningful customer relations and acting as a liaison between customer needs and agency departments.

You will market relevant State Farm products and services, develop relationships, and provide proactive customer service to ensure satisfaction and retention.

Qualifications

• Experience in sales (outside sales or inside sales representative, retail sales or telemarketing) preferred.
• Interest in marketing products and services based on customer needs.
• Written, verbal, and listening communication skills.
• Dedicated to customer service.
• Able to anticipate customer needs.
• Able 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 inquiries about product availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
• Promote successful and long-lasting customer relations.

Skills

Sales experience

Customer service

Communication skills

Relationship building

Customer needs anticipation

Job description

Rebecca Pulliam Insurance Agency is seeking an Account Representative who is outgoing and customer-focused to support daily operations and customer success. You will grow the agency by building meaningful customer relations and acting as a liaison between customer needs and agency departments.

You will market relevant State Farm products and services, develop relationships, and provide proactive customer service to ensure satisfaction and retention.