Insurance Account & Client Relations Specialist

Bill Mclear - State Farm Agent; South Farmingdale (NY); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Bonus based on performance

Opportunity for advancement

Paid time off

Job summary

Bill Mclear - State Farm Agent is seeking an Account Representative to grow the agency through proactive customer relations and marketing of State Farm products. You will serve as the liaison between customer needs and agency departments, helping improve customers’ lives with relevant financial and insurance offerings.

Ideal candidates have sales experience, strong communication, and a commitment to exceptional service, with licensing requirements for Property & Casualty and Life & Health.

Qualifications

• Experience in sales, customer relations, and proactive product marketing.
• Strong written and verbal communication; attentive to customer needs.
• Dedicated to delivering excellent customer service and building long-term relationships.

Responsibilities

• Develop leads and increase sales, schedule appointments, identify customer needs, and market products and services.
• Establish customer relationships and follow up with customers, as needed.
• Provide prompt, accurate, and friendly customer service across inquiries including coverage, billing, and policy changes.
• Promote successful and long-lasting customer relations.

Skills

Sales experience

Customer relationship management

Communication

Customer service

Marketing products based on customer需求

Anticipate customer needs

Relate to customers

Education

Property & Casualty license; Life & Health License

Job description

Bill Mclear - State Farm Agent is seeking an Account Representative to grow the agency through proactive customer relations and marketing of State Farm products. You will serve as the liaison between customer needs and agency departments, helping improve customers’ lives with relevant financial and insurance offerings.

Ideal candidates have sales experience, strong communication, and a commitment to exceptional service, with licensing requirements for Property & Casualty and Life & Health.