Growth-Focused Insurance Account Specialist

Julie Whitaker; Mechanicsville (VA); On-site; USD 35,000 - 45,000; Full time

Benefits offered by this job

Growth potential

Paid time off

Career-building experience

Job summary

Julie Whitaker Insurance Agency in Mechanicsville, VA seeks an Account Representative - State Farm Agent Team Member to deliver exceptional customer experiences and support agency growth.

As a customer service focused role you will handle inquiries about insurance options, process policy changes, and coordinate with team members to meet client needs. This on-site position offers development opportunities, paid time off, and competitive pay.

Qualifications

• Dedicated to customer service.
• Able to relate to a customer, answer questions, and anticipate needs.
• Excellent communication skills to assist customers and coordinate with team.
• Proactive in problem-solving.

Responsibilities

• Establish customer relationships and follow up with customers as needed.
• Provide prompt, accurate, and friendly customer service. Handle inquiries about insurance availability, eligibility, coverages, policy changes, transfers, and billing.
• Use a needs-based review process to educate customers about insurance options.
• Communicate effectively to meet customer needs while supporting business growth.

Skills

Customer service

Communication skills

Problem solving

Needs-based selling

Job description

Julie Whitaker Insurance Agency in Mechanicsville, VA seeks an Account Representative - State Farm Agent Team Member to deliver exceptional customer experiences and support agency growth.

As a customer service focused role you will handle inquiries about insurance options, process policy changes, and coordinate with team members to meet client needs. This on-site position offers development opportunities, paid time off, and competitive pay.