Customer-Driven Insurance Account Representative

Carissa Fratzke - State Farm Agent; Owasso (OK); On-site; USD 36,000 - 60,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Competitive salary

Paid time off

Job summary

Carissa Fratzke State Farm is seeking an Account Representative to support daily operations and customers' success. You help grow the agency by building meaningful customer relationships and acting as a liaison between customer needs and agency departments.

You improve the lives of customers by proactively marketing relevant products and services, and you will develop leads, schedule appointments, identify customer needs, and market products and services to help meet those needs.

Qualifications

• Experience in sales is preferred but not required.
• Experience in managing customer relationships preferred.
• Interest in marketing products 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

Communication skills

Customer service oriented

Able to relate to customers

Job description

Carissa Fratzke State Farm is seeking an Account Representative to support daily operations and customers' success. You help grow the agency by building meaningful customer relationships and acting as a liaison between customer needs and agency departments.

You improve the lives of customers by proactively marketing relevant products and services, and you will develop leads, schedule appointments, identify customer needs, and market products and services to help meet those needs.