Insurance Account Advisor — Growth & Customer Success

State Farm Agent; Mesquite (TX); On-site; USD 23,000 - 34,000; Full time

Benefits offered by this job

Opportunity for advancement

Training & development

Bonus based on performance

Flexible schedule

Job summary

Larry Allen Sr - State Farm Agent in Mesquite, TX is seeking an Account Representative to support daily operations and drive customer success. You will grow the agency through meaningful customer relations and act as a liaison between customer needs and agency departments, proactively marketing relevant products and services.

The role emphasizes developing relationships, providing prompt service, and helping customers manage risks with State Farm Insurance and financial services offerings.

Qualifications

• Experience in sales (outside, inside, retail or telemarketing) preferred.
• Experience in managing customer relationships preferred.
• Interest in marketing products based on customer needs.
• Strong written and verbal communication, active listening.
• Dedicated to customer service and anticipating customer needs.
• Ability to relate effectively to customers.

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 across inquiries about eligibility, coverages, changes, transfers, claims, and billing.
• Promote successful and long-lasting customer relations.

Skills

Sales experience

Customer relationships

Communication skills

Customer service

Needs anticipation

Empathy

Job description

Larry Allen Sr - State Farm Agent in Mesquite, TX is seeking an Account Representative to support daily operations and drive customer success. You will grow the agency through meaningful customer relations and act as a liaison between customer needs and agency departments, proactively marketing relevant products and services.

The role emphasizes developing relationships, providing prompt service, and helping customers manage risks with State Farm Insurance and financial services offerings.