Insurance Sales & Customer Success Specialist

David Trudell - State Farm Agent; Littleton (CO); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Hiring Bonus

Opportunity for advancement

Paid time off

Training & development

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

David Trudell - State Farm Agent in Littleton, CO is seeking an Account Representative to support daily operations, build strong customer relationships, and promote State Farm products. You will develop leads, schedule appointments, and act as a liaison between customer needs and agency departments while providing prompt, friendly service and aiming for long-term satisfaction.

You will contribute to growth through proactive customer engagement and cross-selling opportunities in a collaborative,

Qualifications

• Experience in sales is preferred.
• Experience in managing customer relationships preferred.
• Interest in marketing products and services based on customer needs.
• Strong written, verbal, and listening communication skills.
• Dedicated to customer service.
• Able to anticipate customer needs.
• Able to relate to customers effectively.
• Willingness to obtain Property & Casualty license.

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. Respond 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

Marketing mindset

Communication skills

Customer service

Anticipating customer needs

Relating to customers

Property & Casualty license readiness

Job description

David Trudell - State Farm Agent in Littleton, CO is seeking an Account Representative to support daily operations, build strong customer relationships, and promote State Farm products. You will develop leads, schedule appointments, and act as a liaison between customer needs and agency departments while providing prompt, friendly service and aiming for long-term satisfaction.

You will contribute to growth through proactive customer engagement and cross-selling opportunities in a collaborative,