Insurance Account Representative: Growth & Client Care

Ottoson Ins and Fin Svcs Inc; San Dimas (CA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Bonus based on performance

Advancement opportunities

Paid time off

Training & development

Competitive salary

Job summary

Ottoson Insurance & Financial Services Inc. is seeking an Account Representative to drive customer engagement and sales within a State Farm independent contractor agency. You will build relationships, identify needs, and market relevant insurance and financial products to clients.

Role emphasizes proactive customer service, lead development, and collaboration across agency departments to enhance client satisfaction and retention.

Qualifications

• Experience in sales and managing customer relationships.
• Interest in marketing products and services.
• Excellent written and verbal communication.
• Strong customer-service mindset.
• Able to anticipate customer needs.
• Able to relate to customers effectively.

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 relationships

Marketing oriented

Communication skills

Customer service

Needs anticipation

Interpersonal skills

Education

Property & Casualty license

Job description

Ottoson Insurance & Financial Services Inc. is seeking an Account Representative to drive customer engagement and sales within a State Farm independent contractor agency. You will build relationships, identify needs, and market relevant insurance and financial products to clients.

Role emphasizes proactive customer service, lead development, and collaboration across agency departments to enhance client satisfaction and retention.