Insurance & Financial Services Account Rep – Customer Growth

Brad Linnell; Medford (OR); On-site; USD 35,000 - 55,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Paid time off

Job summary

Brad Linnell, a State Farm independent contractor, is seeking an Account Representative to grow the agency through proactive customer relations and service excellence.

You will develop leads, schedule appointments, assess customer needs, and market appropriate insurance and financial products while maintaining outstanding service standards. Applicants should be outgoing and focused on customer success.

Qualifications

• Experience in sales (outside, inside, or retail) preferred.
• Experience in managing customer relationships preferred.
• Interest in marketing products and services based on customer needs.
• Communication skills - written, verbal, and listening.
• Dedicated to customer service.
• Able to anticipate customer needs.
• Property & Casualty license Required
• Life & Health license Required

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

Able to relate to customers

Job description

Brad Linnell, a State Farm independent contractor, is seeking an Account Representative to grow the agency through proactive customer relations and service excellence.

You will develop leads, schedule appointments, assess customer needs, and market appropriate insurance and financial products while maintaining outstanding service standards. Applicants should be outgoing and focused on customer success.