Insurance Account & Client Relations Specialist

Carl Dodge - State Farm Agent; Merrill (WI); On-site; USD 35,000 - 52,000; Full time

Job summary

Carl Dodge Insurance and Financial Services is seeking an Account Representative to support daily operations and customer success in Merrill, WI. You will grow the agency by building meaningful customer relationships and coordinating between customer needs and agency departments.

As a sociable, sales-minded professional, you will proactively market relevant products and services and maintain accurate records while contributing to a positive community impact.

Qualifications

• Clear communication and people skills are essential.
• Attention to detail and ability to juggle tasks.
• Customer service or sales experience is preferred.

Responsibilities

• Provide information about insurance products and services.
• Assist customers with policy applications and renewals.
• Handle customer inquiries and provide timely responses.
• Maintain accurate records of customer interactions.

Skills

Communication skills

Interpersonal skills

Multitasking

Job description

Benefits:

• 401(k)
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

ROLE DESCRIPTION:
As Account Representative for Carl Dodge Insurance and Financial Services, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.

Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.

RESPONSIBILITIES:

• Provide information about insurance products and services.
• Assist customers with policy applications and renewals.
• Handle customer inquiries and provide timely responses.
• Maintain accurate records of customer interactions.

QUALIFICATIONS:

• Communication and interpersonal skills.
• Detail-oriented and able to multitask.
• Experience in customer service or sales preferred.