Growth-Focused Insurance Account Specialist

Bryan Doerner - State Farm Agent; Santa Fe (NM); On-site; USD 38,000 - 65,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Training & development

Job summary

Bryan Doerner - State Farm Agent is seeking an Account Representative to support daily operations and grow the agency through strong customer relations.

You will serve as a liaison between customers and agency departments, promoting relevant insurance and financial services products while delivering prompt, friendly service.

This role rewards outgoing, customer-focused individuals who can identify needs and build lasting relationships with clients.

Qualifications

• Experience in sales (outside or inside) 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 orientation

Anticipate customer needs

Relating to customers

Property & Casualty license

Job description

Bryan Doerner - State Farm Agent is seeking an Account Representative to support daily operations and grow the agency through strong customer relations.

You will serve as a liaison between customers and agency departments, promoting relevant insurance and financial services products while delivering prompt, friendly service.

This role rewards outgoing, customer-focused individuals who can identify needs and build lasting relationships with clients.