Insurance & Financial Services Client Relations Specialist

David Kolb; Muskogee (OK); On-site; USD 38,000 - 54,000; Full time

Benefits offered by this job

Retirement Plan

Bonus based on performance

Paid time off

Competitive salary

Job summary

David Kolb - State Farm Agent in Muskogee, OK is seeking an Account Representative to grow the agency’s customer base and deliver outstanding service. You will develop leads, schedule appointments, assess client needs, and promote insurance and financial products while maintaining strong client relationships.

Ideal candidates have sales experience and a Property & Casualty license, excellent communication and listening skills, and a customer-focused mindset to support daily operations and

Qualifications

• Experience in sales preferred.
• Experience in managing customer relationships preferred.
• Property & Casualty 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 service

Communication skills

Listening skills

Education

Property & Casualty license

Job description

David Kolb - State Farm Agent in Muskogee, OK is seeking an Account Representative to grow the agency’s customer base and deliver outstanding service. You will develop leads, schedule appointments, assess client needs, and promote insurance and financial products while maintaining strong client relationships.

Ideal candidates have sales experience and a Property & Casualty license, excellent communication and listening skills, and a customer-focused mindset to support daily operations and