Insurance Sales & Customer Success Specialist

Shawn Dunn - State Farm Agent; Bullard (TX); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Competitive salary

Dental insurance

Health insurance

Opportunity for advancement

Paid time off

Training & development

Vision insurance

Job summary

A financial services agency in Bullard, Texas is seeking an Account Representative to enhance customer relations and manage daily business operations. The role involves acquiring new customers, providing insurance product information, onboarding clients, and ensuring timely responses to inquiries. Ideal candidates are attentive, sociable, and have sales experience. This position offers competitive salary and benefits including health insurance and opportunities for advancement.

Responsibilities

• Acquire new customers through insurance sales.
• Provide information about insurance products and services.
• Assist customers with quoting insurance products.
• Submit policy applications and onboard customers.
• Handle customer inquiries with timely responses.
• Maintain accurate records of customer interactions.

Skills

Communication and interpersonal skills

Detail-oriented

Ability to multitask

Sales experience preferred

Job description

A financial services agency in Bullard, Texas is seeking an Account Representative to enhance customer relations and manage daily business operations. The role involves acquiring new customers, providing insurance product information, onboarding clients, and ensuring timely responses to inquiries. Ideal candidates are attentive, sociable, and have sales experience. This position offers competitive salary and benefits including health insurance and opportunities for advancement.