Insurance Account Specialist – Customer Growth & Service

Sandra Goode-Long Ins Agcy Inc; Kalispell (MT); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Competitive salary

Health insurance

Paid time off

Training & development

Job summary

Sandra Goode-Long Insurance Agency Inc is seeking an Insurance Account Representative to grow our agency through meaningful customer relations and by acting as a liaison between customer needs and agency departments.

You will proactively market relevant products and services, provide information about insurance options, and assist with applications and renewals while maintaining detailed records of customer interactions.

Qualifications

• Communication and interpersonal skills.
• Detail-oriented and able to multitask.
• Experience in customer service or sales preferred.

Responsibilities

• 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.

Skills

Communication skills

Interpersonal skills

Multitasking

Customer service

Detail-oriented

Job description

Benefits:

• 401(k) matching
• Bonus based on performance
• Competitive salary
• Health insurance
• Paid time off
• Training & development

ROLE DESCRIPTION:
As Insurance Account Representative for Sandra Goode-Long Insurance Agency Inc, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.

Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.

RESPONSIBILITIES:

• 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.

QUALIFICATIONS:

• Communication and interpersonal skills.
• Detail-oriented and able to multitask.
• Experience in customer service or sales preferred.