Insurance Account Specialist — Client Growth & Service

Rodriguezinsurance; San Luis Obispo (CA); Sur place; USD 42 000 - 60 000; Plein temps

Avantages offerts par ce poste

Simple IRA

Performance bonus

Health insurance

Paid time off

Training & development

Competitive salary

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Communication skills

Interpersonal skills

Multitasking

Description du poste

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