Insurance Client Advisor & CRM Specialist

Perryolson

Las Vegas (NV)

On-site

USD 52,000 - 105,000

Full time

14 days+
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Job summary

Perryolson in Las Vegas is seeking an Office Representative for its State Farm Agent Team. The ideal candidate will have proven experience in insurance sales and customer service, excelling in communication and client relations.

This role offers a base salary of $52,000 to $105,000 annually, depending on experience. You will actively engage with clients, utilize CRM tools like Salesforce, and collaborate with your team to achieve sales goals.

A Property & Casualty and/or Life & Health license is preferred, though not mandatory.

Qualifications

  • Proven experience in insurance sales, customer service, or account management.
  • Strong computer literacy with CRM systems and AI-based tools.
  • Excellent verbal and written communication skills.

Responsibilities

  • Build and maintain strong relationships with clients.
  • Proactively identify customer insurance needs and recommend solutions.
  • Manage all client interactions in Salesforce CRM.

Skills

Insurance sales experience
Customer service skills
Account management
CRM systems literacy
Bilingual (English/Spanish)

Education

Property & Casualty and/or Life & Health License

Tools

Salesforce
Microsoft Office Suite

Job description

Perryolson in Las Vegas is seeking an Office Representative for its State Farm Agent Team. The ideal candidate will have proven experience in insurance sales and customer service, excelling in communication and client relations.

This role offers a base salary of $52,000 to $105,000 annually, depending on experience. You will actively engage with clients, utilize CRM tools like Salesforce, and collaborate with your team to achieve sales goals.

A Property & Casualty and/or Life & Health license is preferred, though not mandatory.

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