Insurance Client Success & Lead Gen Specialist

John-Hamilton---State-Farm-Agent; Poteau (OK); On-site; USD 32,000 - 52,000; Full time

Benefits offered by this job

Flexible schedule

Paid time off

Job summary

John Hamilton State Farm is seeking an Account Representative to drive daily operations and customer success. You will build meaningful relationships, identify needs, and proactively market relevant products and services to clients.

The role emphasizes proactive outreach, scheduling, and responsive service, including coverage, billing, and policy changes. A strong customer focus and clear communication are essential to succeed.

Qualifications

• Experience in sales (outside or inside) preferred.
• Experience in managing customer relationships preferred.
• Interest in marketing products and services based on customer needs.
• Strong written and verbal communication skills.
• Dedicated to customer service.
• Able to anticipate customer needs.
• Able to effectively relate to customers.
• Property & Casualty license (P&C).

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, including inquiries about coverage, policy changes, transfers, claims, and billing.
• Promote successful and long-lasting customer relations.

Skills

Sales

Customer relationships

Communication

Marketing

Customer service

Anticipate needs

Relate to customers

P&C license

Job description

John Hamilton State Farm is seeking an Account Representative to drive daily operations and customer success. You will build meaningful relationships, identify needs, and proactively market relevant products and services to clients.

The role emphasizes proactive outreach, scheduling, and responsive service, including coverage, billing, and policy changes. A strong customer focus and clear communication are essential to succeed.