Insurance Account Specialist - Customer Growth

Carissa Fratzke - State Farm Agent; Owasso (OK); On-site; USD 32,000 - 54,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Paid time off

Training & development

Job summary

Carissa Fratzke - State Farm Agent is seeking an Account Representative to support daily operations and customer success. You will grow the agency by building meaningful customer relations and acting as a liaison between customer needs and agency departments.

Proactive marketing of relevant products and services is part of the role. You will develop leads, schedule appointments, and provide prompt, friendly customer service, handling inquiries about coverage, billing, and policy changes while

Qualifications

• Interest in marketing products and services based on customer needs.
• Experience in sales or customer-facing roles is preferred.
• Strong written and verbal communication with active listening.

Responsibilities

• Develop leads, schedule appointments, identify customer needs, and market products and services.
• Establish customer relationships and follow up with customers as needed.
• Provide prompt, accurate, and friendly customer service, incl. inquiries about coverage, billing, and policy changes.
• Promote long-lasting customer relations.

Skills

Customer service

Sales experience

Communication skills

Relationship management

Customer needs awareness

Education

Property & Casualty license

Job description

Carissa Fratzke - State Farm Agent is seeking an Account Representative to support daily operations and customer success. You will grow the agency by building meaningful customer relations and acting as a liaison between customer needs and agency departments.

Proactive marketing of relevant products and services is part of the role. You will develop leads, schedule appointments, and provide prompt, friendly customer service, handling inquiries about coverage, billing, and policy changes while