Customer Experience & Retention Account Manager (Insurance)

Alex Quilis - State Farm Agent; Dacula (GA); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Paid time off

401(k) matching

Bonus based on performance

Job summary

Myneighboralex seeks a Customer Service Representative to join a State Farm Insurance Agency, focusing on ownership of the customer experience and proactive problem-solving. You will strengthen relationships, guide policy discussions, and manage accounts with attention to detail and follow-through.

The role emphasizes independent initiative, effective communication, and the ability to navigate challenging conversations while ensuring retention and growth opportunities for policyholders.

Qualifications

• Experience in customer service, account management, insurance, or financial services preferred.
• Excellent communication, interpersonal, and problem-solving skills.
• Ability to independently resolve challenging customer situations.

Responsibilities

• Own the customer experience by building relationships and ensuring follow-through.
• Investigate and resolve billing and coverage questions.
• Handle cancellation requests and preserve relationships.
• Lead difficult conversations with empathy and professionalism.
• Identify opportunities for policy reviews and product recommendations.
• Maintain accurate records and manage tasks efficiently.

Skills

Customer service

Account management

Insurance knowledge

Strong communication

Problem-solving

Independent worker

Job description

Myneighboralex seeks a Customer Service Representative to join a State Farm Insurance Agency, focusing on ownership of the customer experience and proactive problem-solving. You will strengthen relationships, guide policy discussions, and manage accounts with attention to detail and follow-through.

The role emphasizes independent initiative, effective communication, and the ability to navigate challenging conversations while ensuring retention and growth opportunities for policyholders.