Insurance Account Specialist — Build Community Relationships

Aaron Knudsen State Farm Insurance; Liberal (KS); On-site; USD 32,000 - 52,000; Full time

Job summary

Aaron Knudsen - State Farm Agent in Liberal, KS is seeking an Insurance Account Representative to join their team. You will build customer relationships in the community while promoting auto, home, and life insurance solutions.

Responsibilities include informing clients about products, handling policy applications and renewals, and providing excellent service. Licensing within 90 days is required; previous sales or customer service experience is a plus.

Qualifications

• Excellent communication skills.
• Strong interpersonal skills; people-oriented and able to relate to customers.
• Detail-oriented with the ability to multitask and manage responsibilities.
• Self-motivated and able to work well in a team.
• Experience in customer service or sales is preferred.
• Bilingual in Spanish preferred.
• Ability to obtain Property & Casualty license & Life & Health license within 90 days.
• Commitment to staying current with product changes and licensing requirements.

Responsibilities

• Provide information about State Farm insurance products and services (auto, home, life).
• Build and develop customer relationships within the community.
• Use a needs-based review process to educate customers about insurance options.
• Assist customers with policy applications, renewals, and coverage options.
• Provide prompt, accurate, and friendly customer service and answer inquiries.
• Maintain accurate records of customer interactions and transactions.
• Proactively market relevant insurance products to meet customer needs.
• Develop leads, schedule appointments, identify customer needs, and market products.
• Support daily business operations of the agency.

Skills

Communication skills

Interpersonal skills

Detail-oriented

Team player

Customer service experience

Bilingual Spanish

License readiness

Job description

ROLE DESCRIPTION:
State Farm Insurance Agent located in Liberal, KS is seeking an outgoing, career-oriented professional to join their team as an Insurance Account Representative - State Farm Agent Team Member. In this vital role, you will contribute to daily business operations and support our customers’ success by building and developing meaningful customer relationships within the community. You will act as a liaison between customer needs and agency departments while proactively marketing relevant State Farm products, including auto, home, and life insurance.

As an attentive, sociable, and sales-minded professional, you will grow our agency through strong community connections and improve the lives of our customers by promoting tailored insurance solutions. Grow your career as you make a positive impact in the community—we are eager to have you on our team.

RESPONSIBILITIES:

• Provide information about State Farm insurance products and services, including auto, home, and life insurance.
• Build and develop customer relationships within the community.
• Use a customer-focused, needs-based review process to educate customers about insurance options.Establish customer relationships and follow up with customers as needed to ensure satisfaction and retention.
• Assist customers with policy applications, renewals, and coverage options.
• Provide prompt, accurate, and friendly customer service, including responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
• Handle customer inquiries and provide timely, accurate responses to questions and concerns.
• Act as a liaison between customers and State Farm to ensure seamless service.
• Maintain accurate and up-to-date records of customer interactions and transactions.
• Proactively market relevant insurance products and services to meet customer needs.
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
• Work with the agent to establish and meet goals.
• Support daily business operations of the agency to contribute to overall success.
• Maintain a strong work ethic with a total commitment to success each and every day.

QUALIFICATIONS:

• Excellent communication skills, including written, verbal, and listening abilities.
• Strong interpersonal skills; people-oriented and able to effectively relate to customers.
• Detail-oriented with the ability to multitask and manage multiple responsibilities.
• Self-motivated and able to work well in a team environment.
• Experience in customer service or sales preferred (e.g., outside sales, inside sales representative, retail sales associate, or telemarketing).
• Bilingual in Spanish preferred.
• Ability to obtain Property and Casualty license & Life and Health license required in first 90 days.
• Commitment to staying current with product changes, licensing requirements, technical developments, and continuing education.