Insurance & Customer Success Specialist

Sherrill Schultz - State Farm Agent; Florida; On-site; USD 42,000 - 68,000; Full time

Benefits offered by this job

401(k) matching

Bonus

Competitive salary

Health insurance

Paid time off

Training & development

Job summary

Sherrill Schultz State Farm is seeking an Account Representative in New York to grow the agency through meaningful customer relations and by connecting customer needs with our products and services.

You will provide information about insurance products, assist with policy applications and renewals, handle inquiries, and maintain accurate records. A personable, sales-minded professional will thrive in this role, with opportunities for training and development.

Qualifications

• Excellent communication and interpersonal skills.
• Detail-oriented with strong organizational abilities.
• 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

Interpersonal skills

Detail-oriented

Multitasking

Customer service experience

Sales experience (preferred)

Job description

Benefits:

• 401(k) matching
• Bonus based on performance
• Competitive salary
• Health insurance
• Paid time off
• Training & development

ROLE DESCRIPTION:
As Account Representative for Sherrill Schultz State Farm, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.

Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.

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.

QUALIFICATIONS:

• Communication and interpersonal skills.
• Detail-oriented and able to multitask.
• Experience in customer service or sales preferred.