Insurance Account Advisor: Clients, Growth & Service

David Roberts - State Farm Agent; Findlay (OH); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Health insurance

401(k) matching

Paid time off

Training & development

Competitive salary

Opportunity for advancement

Job summary

David Roberts - State Farm Agent is seeking an Account Representative to support daily operations and customer success. You will grow the agency by building meaningful relationships and acting as a liaison between customers and internal departments.

You will proactively market relevant products and services, help meet customer needs, and promote ongoing customer satisfaction. This role emphasizes strong communication, sales ability, and a dedication to service.

Qualifications

• Experience in sales preferred.
• Experience in managing customer relationships preferred.
• Interest in marketing products and services based on customer needs.

Responsibilities

• Develop leads, schedule appointments, identify customer needs, and market products and services.
• Establish customer relationships and follow up as needed.
• Provide prompt, accurate, and friendly customer service including policy inquiries and billing.
• Promote long-lasting customer relations.

Skills

Sales experience

Customer service

Communication skills

Relationship management

Education

Property & Casualty license

Job description

David Roberts - State Farm Agent is seeking an Account Representative to support daily operations and customer success. You will grow the agency by building meaningful relationships and acting as a liaison between customers and internal departments.

You will proactively market relevant products and services, help meet customer needs, and promote ongoing customer satisfaction. This role emphasizes strong communication, sales ability, and a dedication to service.