Insurance Account Rep: Growth, Bonus & Customer Focus

C.R. McCafferty Insurance Agency Inc.; Deerfield Beach (FL); On-site; USD 38,000 - 54,000; Full time

Benefits offered by this job

Advancement opportunities

Paid time off

401(k)

401(k) matching

Performance bonus

Competitive salary

Job summary

Chris McCafferty - State Farm Agent is seeking an Account Representative who is outgoing and customer-focused to support daily operations and drive agency growth through strong customer relations. You will act as the liaison between customer needs and internal departments, promoting relevant products and services.

The role emphasizes building and maintaining relationships, providing responsive service, and proactively marketing offerings to meet client needs in a State Farm independent

Qualifications

• Experience in sales (outside sales or inside sales representative, retail sales associate, or telemarketing) 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.
• Property & Casualty license.

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 relationship management

Communication skills

Customer service orientation

Interpersonal skills

Anticipate customer needs

Relate to customers

P&C license

Job description

Chris McCafferty - State Farm Agent is seeking an Account Representative who is outgoing and customer-focused to support daily operations and drive agency growth through strong customer relations. You will act as the liaison between customer needs and internal departments, promoting relevant products and services.

The role emphasizes building and maintaining relationships, providing responsive service, and proactively marketing offerings to meet client needs in a State Farm independent