Growth-Focused Account & Customer Advocate

Insuremke; Mequon (WI); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Bonus based on performance

Job summary

State Farm Agent Team in Mequon, WI is seeking an Account Representative to support daily operations, grow the agency through proactive customer relations, and act as a liaison between customer needs and agency departments.

You will develop leads, handle inquiries, provide friendly service, and promote products and services while pursuing customer satisfaction and long-term relationships. Requires sales experience and a Property & Casualty license.

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 relationship management

Marketing products

Communication skills

Customer service

Anticipate customer needs

Relate to customers

Property & Casualty license

Job description

State Farm Agent Team in Mequon, WI is seeking an Account Representative to support daily operations, grow the agency through proactive customer relations, and act as a liaison between customer needs and agency departments.

You will develop leads, handle inquiries, provide friendly service, and promote products and services while pursuing customer satisfaction and long-term relationships. Requires sales experience and a Property & Casualty license.