Insurance & Client Success Specialist

Bob Vitt; Milwaukee (WI); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Training & development

Opportunity for advancement

Job summary

Bob Vitt State Farm Agent is seeking an Account Representative who will grow the agency through meaningful customer relations and by acting as a liaison between client needs and the agency's departments. You will promote relevant products and services, assist with applications and renewals, and help shape positive outcomes for clients.

You will be part of a team that values attentiveness, sociability, and a sales-minded approach, with opportunities for advancement and ongoing training in a

Qualifications

• Strong communication and interpersonal skills.
• Able to multitask and stay organized.
• Experience in customer service or sales is preferred.

Responsibilities

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

Skills

Communication skills

Detail-oriented

Multitasking

Customer service or sales experience

Job description

Bob Vitt State Farm Agent is seeking an Account Representative who will grow the agency through meaningful customer relations and by acting as a liaison between client needs and the agency's departments. You will promote relevant products and services, assist with applications and renewals, and help shape positive outcomes for clients.

You will be part of a team that values attentiveness, sociability, and a sales-minded approach, with opportunities for advancement and ongoing training in a