Insurance Client Growth Specialist

Patrick Kelly Ins Agcy Inc

Gig Harbor (WA)

On-site

USD 40,000 - 60,000

Full time

9 days ago

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Benefits offered by this job

Commission
Competitive salary
Paid time off
Training & development

Job summary

Patrick Kelly - State Farm Agent is seeking an Account Representative to drive client relationships and grow the agency through proactive marketing of insurance and financial services products. You will serve as a liaison between customers and agency departments, delivering excellent service and tailored product recommendations.

The role emphasizes outgoing, customer-focused interaction, relationship building, and prospecting to meet client needs while supporting daily agency operations and

Qualifications

  • Experience in sales or customer-facing roles.
  • Strong communication and listening skills.
  • Ability to build and maintain customer relationships.
  • Interest in marketing products to meet customer needs.

Responsibilities

  • Develop leads and schedule appointments to market insurance products.
  • Establish and follow up with customer relationships to drive service and sales.
  • Provide prompt, accurate, friendly service for inquiries on coverages, claims, and billing.
  • Promote lasting customer relationships through proactive outreach.

Skills

Sales experience
Customer service
Communication skills
Relationship management
Marketing products

Education

Property & Casualty license

Job description

Patrick Kelly - State Farm Agent is seeking an Account Representative to drive client relationships and grow the agency through proactive marketing of insurance and financial services products. You will serve as a liaison between customers and agency departments, delivering excellent service and tailored product recommendations.

The role emphasizes outgoing, customer-focused interaction, relationship building, and prospecting to meet client needs while supporting daily agency operations and

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