Insurance Account Specialist | Growth & Flexible Schedule

SupportFinity™; Oregon (WI); On-site; USD 50,000 - 85,000; Full time

Benefits offered by this job

Salary Plus Commission

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Dental insurance

Job summary

State Farm Agent Ryan Paulson is seeking an Account Representative to grow the agency through client relationships and proactive marketing of insurance and financial services. You will serve as a liaison between customer needs and agency departments, driving revenue and client satisfaction.

The role focuses on prospecting new customers via call, text, and email, quoting and cross-selling services to fit client needs. A supportive, growth-oriented environment is provided.

Qualifications

• Strong 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 clients with policy applications and renewals.
• Handle client inquiries and provide timely responses.
• Maintain accurate records of client interactions.

Skills

Communication

Interpersonal skills

Multitasking

Customer service

Sales experience

Job description

State Farm Agent Ryan Paulson is seeking an Account Representative to grow the agency through client relationships and proactive marketing of insurance and financial services. You will serve as a liaison between customer needs and agency departments, driving revenue and client satisfaction.

The role focuses on prospecting new customers via call, text, and email, quoting and cross-selling services to fit client needs. A supportive, growth-oriented environment is provided.