Insurance Client Advisor: Growth & Service

Josh Ellis - State Farm Agent; Knoxville (TN); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Signing bonus

Training & development

401(k) matching

Bonus based on performance

Competitive salary

Job summary

Josh Ellis - State Farm Agent is seeking an Account Representative to support daily operations and drive customer success through meaningful relationships. You will act as a liaison between customers and agency departments, promoting suitable insurance and financial products to meet client needs.

The role emphasizes prospecting, service excellence, and accurate responses to inquiries about coverage, billing, and policy changes. A strong customer-service mindset is essential.

Qualifications

• Outside or inside sales experience preferred.
• Experience in managing customer relationships preferred.
• Interest in marketing products and services based on customer needs.
• Strong written and verbal communication and listening skills.
• Dedicated to customer service and anticipating needs.
• A Property & Casualty license is required.

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

Communication skills

Customer service

Sales experience

Relationship management

Ability to identify customer needs

Active listening

Job description

Josh Ellis - State Farm Agent is seeking an Account Representative to support daily operations and drive customer success through meaningful relationships. You will act as a liaison between customers and agency departments, promoting suitable insurance and financial products to meet client needs.

The role emphasizes prospecting, service excellence, and accurate responses to inquiries about coverage, billing, and policy changes. A strong customer-service mindset is essential.