Insurance Account Advisor — Customer Growth & Service

Calliewise; North Myrtle Beach (SC); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Health insurance

PTO

Vision insurance

401k matching

Performance bonus

Company events

Competitive salary

Dental insurance

Free snacks

Job summary

Callie Wise is seeking an Account Representative to support daily operations and grow the agency through meaningful customer relations. You will act as a liaison between customer needs and agency departments, improving lives by proactively marketing relevant products and services.

The role emphasizes building trust, delivering prompt service, and developing leads while maintaining compliance with State Farm guidelines.

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

Communication skills

Marketing/products knowledge

Listening skills

Education

Property & Casualty license

Job description

Callie Wise is seeking an Account Representative to support daily operations and grow the agency through meaningful customer relations. You will act as a liaison between customer needs and agency departments, improving lives by proactively marketing relevant products and services.

The role emphasizes building trust, delivering prompt service, and developing leads while maintaining compliance with State Farm guidelines.