Insurance Account Representative - State Farm Agent Team Member

Rodriguezinsurance; San Luis Obispo (CA); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Simple IRA

Performance bonus

Health insurance

Paid time off

Training & development

Competitive salary

Job summary

Susan Rodriguez Agency in California is seeking an Account Representative to support daily operations, grow the agency through customer relations, and act as a liaison between client needs and agency departments. You will proactively market relevant products and services to improve customers' lives and satisfaction.

This role emphasizes a sociable, sales-minded professional who can provide excellent service, assist with applications and renewals, and maintain precise records while helping the

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 skills

Interpersonal skills

Multitasking

Job description

Benefits:

• SIMPLE IRA
• Bonus based on performance
• Competitive salary
• Health insurance
• Paid time off
• Training & development

ROLE DESCRIPTION:

As an Account Representative for Susan Rodriguez 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.