Insurance Account Specialist: Growth & Client Relations

AJ Abdelkhalek - State Farm Agent; Pleasanton (CA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Parental leave

Training & development

401(k)

Bonus based on performance

Company parties

Competitive salary

Flexible schedule

Job summary

Abdelkhalek Insurance Agency Inc. is seeking a customer-focused team member in Pleasanton, CA to support daily operations and drive customer success. You will inform clients about insurance products, assist with applications and renewals, and respond promptly to inquiries while keeping thorough client records.

The role emphasizes building relationships, delivering personalized service, and contributing to growth through attentive, sociable, and sales-minded collaboration within the agency.

Qualifications

• Strong communication and interpersonal skills required.
• Detail-oriented with ability to multitask.
• Experience in customer service or sales preferred.

Responsibilities

• Provide information about insurance products and services.
• Assist clients with policy applications and renewals.
• Handle client inquiries and provide timely responses.
• Maintain accurate records of client interactions.

Skills

Communication skills

Interpersonal skills

Detail-oriented

Multitasking

Job description

Abdelkhalek Insurance Agency Inc. is seeking a customer-focused team member in Pleasanton, CA to support daily operations and drive customer success. You will inform clients about insurance products, assist with applications and renewals, and respond promptly to inquiries while keeping thorough client records.

The role emphasizes building relationships, delivering personalized service, and contributing to growth through attentive, sociable, and sales-minded collaboration within the agency.