Insurance & Client Relations Specialist

Charlotte Russell - State Farm Agent; Redwood City (CA); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Simple IRA w/employer match

License reimbursement

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Charlotte Russell - State Farm Agent is seeking an Account Representative to support daily operations and help grow the agency through client relations. The role involves presenting insurance products, assisting with applications and renewals, and ensuring accurate client records.

The ideal candidate is customer-focused and sales-minded, with strong communication skills and a willingness to develop professionally within a supportive team environment.

Qualifications

• Strong communication and interpersonal skills.
• Ability to multitask in a fast-paced environment.
• Experience in customer service or sales preferred.

Responsibilities

• Provide information about insurance products and services.
• Assist clients with policy applications and renewals.
• Handle client inquiries and provide timely responses.
• Maintain accurate records of client interactions.

Skills

Communication

Detail-oriented

Multitasking

Customer service experience

Job description

Charlotte Russell - State Farm Agent is seeking an Account Representative to support daily operations and help grow the agency through client relations. The role involves presenting insurance products, assisting with applications and renewals, and ensuring accurate client records.

The ideal candidate is customer-focused and sales-minded, with strong communication skills and a willingness to develop professionally within a supportive team environment.