Insurance Account Specialist - Flexible Schedule

Morgan Parker - State Farm Agency Intern; Madison (WI); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Opportunity for advancement

Paid time off

Training & development

Flexible schedule

Job summary

Morgan Parker - State Farm Agency is seeking an Account Representative - State Farm Agent Team Member Intern. You will support daily operations, grow the office through meaningful customer relations, and proactively market State Farm products to meet clients' needs.

The role emphasizes developing leads, scheduling appointments, providing prompt service, and building long-lasting customer relationships, with a focus on helping customers understand coverage and billing.

Qualifications

• Experience in sales 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.

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.

Skills

Sales experience

Customer relationship management

Effective communication

Customer service oriented

Prospecting / lead generation

Ability to relate to customers

Marketing based on customer needs

P&C license

Job description

Morgan Parker - State Farm Agency is seeking an Account Representative - State Farm Agent Team Member Intern. You will support daily operations, grow the office through meaningful customer relations, and proactively market State Farm products to meet clients' needs.

The role emphasizes developing leads, scheduling appointments, providing prompt service, and building long-lasting customer relationships, with a focus on helping customers understand coverage and billing.