Insurance Sales & Service Specialist

Daniel Corbin; Bozeman (MT); Hybrid; USD 42.000 - 60.000; Vollzeit

Benefits dieser Stelle

Paid time off

401(k)

401(k) matching

Bonus based on performance

Zusammenfassung

Daniel Corbin - State Farm Agent in Bozeman, MT is seeking an Account Representative to support daily agency operations and customer success. You will grow the agency through meaningful client relations, acting as a liaison between customer needs and internal teams.

The role emphasizes proactive marketing of relevant insurance and financial products, building relationships, and delivering prompt, friendly service. Licensing requirements apply for property & casualty lines.

Qualifikationen

• Experience in sales (outside sales or inside sales representative, retail sales associate, or telemarketing) 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.
• Able to effectively relate to customers.
• Property & Casualty license.

Aufgaben

• 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.

Kenntnisse

Sales experience

Customer relationships

Communication skills

Customer service

Anticipate customer needs

Relate to customers

Jobbeschreibung

Daniel Corbin - State Farm Agent in Bozeman, MT is seeking an Account Representative to support daily agency operations and customer success. You will grow the agency through meaningful client relations, acting as a liaison between customer needs and internal teams.

The role emphasizes proactive marketing of relevant insurance and financial products, building relationships, and delivering prompt, friendly service. Licensing requirements apply for property & casualty lines.