Insurance Account Specialist — Customer Growth

Rob Fleming - State Farm Insurance Agent; Kenosha (WI); On-site; USD 40,000 - 64,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Opportunity for advancement

Paid time off

Training & development

Job summary

Rob Fleming State Farm Agency in Kenosha, WI is seeking an Account Representative who thrives on helping customers and building relationships. You will grow the agency by proactively marketing relevant insurance and financial services products and serving as the main point of contact between customers and internal departments.

Responsibilities include developing leads, scheduling appointments, identifying needs, providing prompt, friendly service, and handling inquiries about eligibility,

Qualifications

• Experience in sales (outside or inside) preferred.
• Experience in managing customer relationships preferred.
• Interest in marketing products and services based on customer needs.
• Written, verbal, and listening communication skills emphasized.
• Dedicated to customer service and anticipating needs.
• Ability to relate effectively to customers.
• Property & Casualty license.

Responsibilities

• Develop leads, schedule appointments, identify customer needs, and market products and services to help meet those needs.
• Establish customer relationships and follow up with customers as needed.
• Provide prompt, accurate, and friendly customer service including inquiries on coverage, changes, transfers, claims, and billing.
• Promote successful and long-lasting customer relations.

Skills

Sales experience

Customer relationships

Marketing products

Communication skills

Customer service

Anticipate customer needs

Relate to customers

Job description

Benefits:

• Bonus based on performance
• Competitive salary
• Opportunity for advancement
• Paid time off
• Training & development

Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents are independent contractors that market State Farm Insurance and financial services products.

ROLE DESCRIPTION:

As Account Representative for Rob Fleming State Farm Agency, you are vital to our daily business operations and customers’ success. You help grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of customers by proactively marketing relevant products and services.

RESPONSIBILITIES:

• Develop leads, schedule appointments, identify customer needs, and market products and services to help meet those needs.
• Establish customer relationships and follow up with customers, as needed.
• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding product availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
• Promote successful and long-lasting customer relations.

QUALIFICATIONS:

• Experience in sales (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.
• Experience in managing customer relationships preferred.
• Interest in marketing products and services based on customer needs.
• Communication skills - written, verbal, and listening.
• Dedicated to customer service.
• Able to anticipate customer needs.
• Able to effectively relate to customers.
• Property & Casualty license.