Customer Success & Insurance Advisor

Eric Casey - State Farm Agent; Wauwatosa (WI); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

License reimbursement

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Eric Casey - State Farm Agent is seeking an Account Representative to support daily operations and customer success. You will grow the agency through customer relations and coordinate between clients and agency teams.

You will proactively market relevant products, respond to inquiries, and help build long-term relationships with policyholders while delivering friendly, responsive service in a fast-paced environment.

Qualifications

• Experience in sales or customer-facing roles is preferred.
• Strong ability to manage customer relationships and build trust.
• Interest in marketing products and services based on customer needs.
• Excellent written and verbal communication; active listening.
• Dedicated to delivering superior customer service.
• Ability to anticipate customer needs and respond proactively.
• Ability to relate effectively to diverse customers.

Responsibilities

• Develop leads, schedule appointments, identify customer needs, and market products and services to meet those needs.
• Establish customer relationships and follow up with customers as needed.
• Provide prompt, accurate, and friendly customer service, including inquiries on product availability, coverages, policy changes, transfers, and billing.
• Promote successful and long-lasting customer relations.

Skills

Sales experience

Customer relationships

Marketing mindset

Communication skills

Customer service

Anticipate needs

Relate to customers

Job description

Eric Casey - State Farm Agent is seeking an Account Representative to support daily operations and customer success. You will grow the agency through customer relations and coordinate between clients and agency teams.

You will proactively market relevant products, respond to inquiries, and help build long-term relationships with policyholders while delivering friendly, responsive service in a fast-paced environment.