Insurance Account Pro — Client & Policy Advisor

Jeff Burtis - State Farm Insurance Agent; Springfield (IL); On-site; USD 35,000 - 55,000; Full time

Job summary

Jeff Burtis - State Farm Insurance Agent in Springfield, IL is seeking an Insurance Account Representative to support customers with inquiries, policy changes, quotes, and claims questions. The role involves managing accounts, explaining coverage options, processing applications, and following up on leads to meet sales goals.

The position requires strong account management, customer service, and communication skills, with on-site work in a team-oriented environment focused on growth and

Qualifications

• Strong Account Management skills to support policy reviews, renewals, and ongoing customer relationships.
• Excellent Customer Service to respond promptly, handle concerns professionally, and provide a positive client experience.
• Clear Communication to explain insurance products and document interactions accurately.
• Sales skills to identify customer needs, present appropriate solutions, and achieve agency production goals.
• Training skills to learn new systems quickly and help teammates share best practices.

Responsibilities

• Assist new and existing customers with insurance inquiries, policy changes, quotes, and claims questions.
• Manage customer accounts and maintain accurate records in agency systems.
• Explain coverage options and process applications, following up on leads to support sales goals.
• Participate in outbound and inbound calls, set appointments, and collaborate with the agent and team to drive growth.

Skills

Account Management

Customer Service

Communication

Sales

Training

Education

High School Diploma

Associate or Bachelor's degree preferred

Tools

CRM Tools

Job description

Jeff Burtis - State Farm Insurance Agent in Springfield, IL is seeking an Insurance Account Representative to support customers with inquiries, policy changes, quotes, and claims questions. The role involves managing accounts, explaining coverage options, processing applications, and following up on leads to meet sales goals.

The position requires strong account management, customer service, and communication skills, with on-site work in a team-oriented environment focused on growth and