Insurance Account Specialist — Client Growth & Solutions

Van Travis - State Farm Agent; City of Rochester (NY); Sur place; USD 68 178 - 94 066; Plein temps

Résumé du poste

Van Travis - State Farm Agent in Rochester, New York is looking for an Insurance Account Representative. In this role, you will help grow the agency through client relations and marketing relevant insurance products. Your primary responsibility includes acquiring new households and meeting the needs of current clients.

We seek a sociable and attentive professional who can handle client inquiries, work towards sales goals, and maintain accurate records. A background in customer service or sales is preferred, along with relevant licensing.

Qualifications

• Strong communication and interpersonal skills.
• Self-motivated with a focus on achieving goals.
• Detail-oriented and able to multitask.
• Experience in customer service or sales preferred.
• Prior insurance and/or financial services experience.
• Current licensing required.

Responsabilités

• Market products to new prospects and current household.
• Network to develop referral sources.
• Assist prospects in making educated decisions.
• Work toward daily, weekly, and monthly sales goals.
• Handle client inquiries and provide timely responses.
• Maintain accurate records of client interactions.

Connaissances

Communication and interpersonal skills

Self-motivated

Detail-oriented

Experience in customer service or sales

Licenses in Property & Casualty or Life/Health

Description du poste

Van Travis - State Farm Agent in Rochester, New York is looking for an Insurance Account Representative. In this role, you will help grow the agency through client relations and marketing relevant insurance products. Your primary responsibility includes acquiring new households and meeting the needs of current clients.

We seek a sociable and attentive professional who can handle client inquiries, work towards sales goals, and maintain accurate records. A background in customer service or sales is preferred, along with relevant licensing.