Insurance Account Representative - Growth & Client Impact

Lidia Mazun; Oregon; On-site; USD 33,000 - 36,000; Full time

Benefits offered by this job

401(k) matching

Opportunity for advancement

Paid time off (vacation and personal/s

sick days

Valuable career-building experience

Job summary

Lidia Mazun - State Farm Agent Team Member in Clackamas, OR is seeking an Account Representative to deliver exceptional customer experiences and support insurance and financial services. The role emphasizes accurate service, attention to detail, and a customer-driven mindset.

You will establish relationships, respond to inquiries, educate customers about options, and collaborate with the team to grow the office. The position offers advancement opportunities and a client-centered environment.

Qualifications

• Dedicated to customer service.
• Able to effectively relate to a customer, answer their questions, and anticipate their needs.
• Excellent communication skills to assist customers and coordinate with other agency team members
• Proactive in problem-solving

Responsibilities

• Establish customer relationships and follow up with customers as needed.
• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions and billing clarification.
• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Use exemplary communication to efficiently meet the needs of customers while promoting the development of our business.

Skills

Customer service

Communication

Problem-solving

Needs-based selling

Job description

Lidia Mazun - State Farm Agent Team Member in Clackamas, OR is seeking an Account Representative to deliver exceptional customer experiences and support insurance and financial services. The role emphasizes accurate service, attention to detail, and a customer-driven mindset.

You will establish relationships, respond to inquiries, educate customers about options, and collaborate with the team to grow the office. The position offers advancement opportunities and a client-centered environment.