Insurance Client Advisor — Growth & Service Champion

Nancy Baca - State Farm Agent; Centralia (MO); On-site; USD 40,000 - 55,000; Full time

Job summary

Nancy Baca Agency in Missouri is seeking an Account Representative to support daily operations and customer success. You will develop leads, schedule appointments, identify customer needs, and market our products and services.

You will build relationships, follow up with customers, and deliver prompt, friendly service, handling inquiries about coverage, policy changes, and billing. A positive, customer-focused mindset and effective communication are essential.

Qualifications

• Experience in sales and managing customer relationships.
• Strong communication and listening skills.
• Property & Casualty license is required.

Responsibilities

• Develop leads, schedule appointments, identify customer needs, and market products.
• Establish customer relationships and follow up with customers.
• 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

Sales experience

Customer relationships

Communication

Customer service

Anticipate customer needs

P&C license

Job description

Nancy Baca Agency in Missouri is seeking an Account Representative to support daily operations and customer success. You will develop leads, schedule appointments, identify customer needs, and market our products and services.

You will build relationships, follow up with customers, and deliver prompt, friendly service, handling inquiries about coverage, policy changes, and billing. A positive, customer-focused mindset and effective communication are essential.