Insurance Account Advisor – Client Growth & Service

David Dupree; Nixa (MO); On-site; USD 36,000 - 60,000; Full time

Benefits offered by this job

Health insurance

Training & development

Bonus based on performance

Competitive salary

Dental insurance

Job summary

David Dupree State Farm Agent is seeking an Account Representative to support daily operations and foster strong customer relationships. You will act as a liaison between customer needs and agency departments, promoting relevant products and services to improve customers' lives.

Responsibilities include developing leads, scheduling appointments, following up with customers, and delivering prompt, friendly service across inquiries about coverage, billing, and policy changes.

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

Written and verbal communication

Job description

David Dupree State Farm Agent is seeking an Account Representative to support daily operations and foster strong customer relationships. You will act as a liaison between customer needs and agency departments, promoting relevant products and services to improve customers' lives.

Responsibilities include developing leads, scheduling appointments, following up with customers, and delivering prompt, friendly service across inquiries about coverage, billing, and policy changes.