Insurance Account Advisor - Customer Growth & Service

Rickwtorres; Solvang (CA); On-site; USD 30,000 - 34,000; Full time

Benefits offered by this job

Paid time off

Job summary

Rick Torres - State Farm Agent in Solvang, CA is seeking an Account Representative to support daily operations and customer success. You will develop leads, schedule appointments, identify needs, and market State Farm products and services to meet those needs.

You will establish relationships, follow up with customers, and provide prompt, accurate service including policy changes, billing inquiries, and claims support.

Qualifications

• Experience in sales (outside sales or inside sales representative, retail sales associate, or telemarketing).
• Experience in managing customer relationships.
• 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 interest

Communication skills

Customer service oriented

Ability to relate to customers

Education

Property & Casualty license

Job description

Rick Torres - State Farm Agent in Solvang, CA is seeking an Account Representative to support daily operations and customer success. You will develop leads, schedule appointments, identify needs, and market State Farm products and services to meet those needs.

You will establish relationships, follow up with customers, and provide prompt, accurate service including policy changes, billing inquiries, and claims support.