Insurance Account & Client Success Specialist

Kyle Fadeley - State Farm Agent; Charlotte (NC); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Simple IRA

License reimbursement

Health insurance

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Competitive salary

Job summary

Kyle Fadeley - State Farm Agent in Charlotte seeks an Account Representative to grow the agency through meaningful customer relationships and proactive product marketing. You will identify needs, propose appropriate coverages, and support clients with timely service.

You will handle inquiries, build trust, and promote insurance products while coordinating with agency teams to ensure seamless policy management and a positive client experience in the local community.

Qualifications

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

Marketing products

Communication skills

Customer service

Needs anticipation

Relating to customers

Job description

Kyle Fadeley - State Farm Agent in Charlotte seeks an Account Representative to grow the agency through meaningful customer relationships and proactive product marketing. You will identify needs, propose appropriate coverages, and support clients with timely service.

You will handle inquiries, build trust, and promote insurance products while coordinating with agency teams to ensure seamless policy management and a positive client experience in the local community.