Insurance Account & Customer Relations Specialist

Timothy Shaw - State Farm Agent; Sarasota (FL); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Timothy Shaw - State Farm Agent in Sarasota, FL is seeking an Account Representative to grow the agency through meaningful customer relations and act as a liaison between customer needs and agency departments.

You will proactively market relevant insurance and financial products, provide prompt, accurate service, and develop leads while building long-lasting client relationships and trust across the community.

Qualifications

• Experience in sales preferred.
• Experience in managing customer relationships preferred.
• Interest in marketing products and services based on customer needs.
• Communication skills - written, verbal, and listening.
• Dedicated to customer service.
• Able to anticipate customer needs.
• Able to effectively relate to customers.
• Bilingual Spanish preferred.

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. Service can include responding 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 service

Communication skills

Spanish

Job description

Timothy Shaw - State Farm Agent in Sarasota, FL is seeking an Account Representative to grow the agency through meaningful customer relations and act as a liaison between customer needs and agency departments.

You will proactively market relevant insurance and financial products, provide prompt, accurate service, and develop leads while building long-lasting client relationships and trust across the community.