Insurance Accounts & Customer Success Specialist

Dannypatel; Chula Vista (CA); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Hiring bonus

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Job summary

Danny Patel - State Farm Agent is seeking an Account Representative to support daily operations and enhance customers’ experience in California. You will act as a liaison between customer needs and agency departments, promoting relevant products and services.

Ideal candidates are sociable, sales-minded, and committed to growing the agency’s impact in the community. Training and development opportunities are available in a flexible, results-driven environment.

Qualifications

• Communication and interpersonal skills are essential.
• Detail-oriented and able to multitask in a fast-paced environment.
• Experience in customer service or sales is 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 and interpersonal skills

Detail-oriented

Customer service or sales experience

Job description

Danny Patel - State Farm Agent is seeking an Account Representative to support daily operations and enhance customers’ experience in California. You will act as a liaison between customer needs and agency departments, promoting relevant products and services.

Ideal candidates are sociable, sales-minded, and committed to growing the agency’s impact in the community. Training and development opportunities are available in a flexible, results-driven environment.