Insurance Account Advisor — Growth & Benefits

Vladtheagent; San Marcos (CA); Ibrido; USD 45.000 - 61.000; Tempo pieno

Vantaggi offerti da questo lavoro

Bonus based on performance

Free food & snacks

Opportunity for advancement

Paid time off

401(k) matching

Descrizione del lavoro

Trifunovic Insurance and Financial Services - State Farm Agent is seeking an Account Representative in San Marcos, CA. This full-time role focuses on serving clients, processing claims, and proactively marketing products to protect clients’ needs.

You will grow the agency through meaningful client relations, maintain detailed records, and coordinate with internal teams to issue policies in a timely manner. A P&C license is a bonus, with solid opportunities for advancement and benefits.

Competenze

• Excellent communication and active listening to explain concepts clearly.
• Strong organizational skills and meticulous record-keeping.
• Willingness to learn and grow in sales and insurance knowledge.
• Bonus points for holding a Property and Casualty license.

Mansioni

• Guide clients through policy changes and inquiries to keep coverage aligned with life events.
• Process insurance claims with empathy and urgency, guiding clients through stressful situations.
• Educate clients about relevant products and services to protect what they love.
• Maintain accurate client records and coordinate with underwriters for timely policy issuance.

Conoscenze

Exceptional Communication

Attention to Detail

Growth Mindset

Descrizione del lavoro

Trifunovic Insurance and Financial Services - State Farm Agent is seeking an Account Representative in San Marcos, CA. This full-time role focuses on serving clients, processing claims, and proactively marketing products to protect clients’ needs.

You will grow the agency through meaningful client relations, maintain detailed records, and coordinate with internal teams to issue policies in a timely manner. A P&C license is a bonus, with solid opportunities for advancement and benefits.