Insurance Account Representative - State Farm Agent Team Member

David Munson Insurance & Financial Services Inc.; Bethesda (MD); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Simple IRA

Hiring bonus

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

David Munson Agency in Bethesda, MD is seeking an Insurance Account Representative - State Farm Agent Team Member to support daily operations and drive customer success. You will grow our agency through meaningful relationships and by connecting customer needs with the right insurance products and services.

Collaborate across departments, provide information on insurance offerings, assist with applications and renewals, and maintain accurate records.

Qualifications

• Communication and interpersonal skills.
• Detail-oriented and able to multitask.
• Experience in customer service or sales preferred.

Responsibilities

• Provide information about insurance products and services.
• Assist customers with policy applications and renewals.
• Handle customer inquiries and provide timely responses.
• Maintain accurate records of customer interactions.

Skills

Communication & interpersonal skills

Detail-oriented

Customer service or sales

Job description

ROLE DESCRIPTION: As Insurance Account Representative - State Farm Agent Team Member for David Munson Agency, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.

Benefits:

• Simple IRA
• Hiring bonus
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

ROLE DESCRIPTION: As Insurance Account Representative - State Farm Agent Team Member for David Munson Agency, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.

Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.

RESPONSIBILITIES:

• Provide information about insurance products and services.
• Assist customers with policy applications and renewals.
• Handle customer inquiries and provide timely responses.
• Maintain accurate records of customer interactions.

QUALIFICATIONS:

• Communication and interpersonal skills.
• Detail-oriented and able to multitask.
• Experience in customer service or sales preferred.