Insurance & Client Success Advisor

Lisa Patchell - State Farm Agent; Stafford Township (NJ); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Company parties

Competitive salary

Paid time off

Training & development

Job summary

State Farm Lisa Patchell Agency in Stafford Township, NJ is seeking an Account Representative to grow our agency through meaningful customer relations, handle inquiries, and support claims and policy services.

This role emphasizes helping customers select appropriate coverage, maintaining compliance, and driving retention. Prior sales or customer service experience is preferred, and a Property & Casualty license is a plus.

Qualifications

• Experience in sales (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.
• Experience in managing customer relationships preferred.
• Interest in marketing products and services based on customer needs.
• Communication skills - written, verbal, and listening.

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

Sales experience

Customer relationships

Communication skills

Customer service oriented

Relating to customers

Property & Casualty license (plus)

Job description

State Farm Lisa Patchell Agency in Stafford Township, NJ is seeking an Account Representative to grow our agency through meaningful customer relations, handle inquiries, and support claims and policy services.

This role emphasizes helping customers select appropriate coverage, maintaining compliance, and driving retention. Prior sales or customer service experience is preferred, and a Property & Casualty license is a plus.