Insurance & Customer Success Specialist

State Farm Agent; North Bellmore (NY); On-site; USD 55,000 - 65,000; Full time

Job summary

Kevin Dignam - State Farm Agent is seeking an Account Representative to support daily operations, grow the agency through meaningful customer relations, and act as a liaison between customer needs and agency departments. You will proactively market relevant insurance and financial services products to improve customers' lives.

The role emphasizes building strong client relationships, delivering prompt service, and contributing to a busy, growth-driven office environment in North Bellmore, NY.

Qualifications

• Experience in sales or customer-facing roles.
• Ability to manage customer relationships effectively.
• Strong written and verbal communication, plus listening skills.
• Committed to delivering excellent customer service.

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 across inquiries, coverage, policy changes, and billing.
• Promote long-lasting customer relations and trust.

Skills

Sales experience

Customer relationship management

Communication skills

Customer service mindset

Identify customer needs

Education

Property & Casualty license

Job description

Kevin Dignam - State Farm Agent is seeking an Account Representative to support daily operations, grow the agency through meaningful customer relations, and act as a liaison between customer needs and agency departments. You will proactively market relevant insurance and financial services products to improve customers' lives.

The role emphasizes building strong client relationships, delivering prompt service, and contributing to a busy, growth-driven office environment in North Bellmore, NY.