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Insurance Account Specialist

2 months ago


Yardley, United States Joe DeZutel State Farm Full time $40,000 - $60,000
Job DescriptionJob Description

We are seeking an Insurance Representative to join our team The ideal candidate will be comfortable with account management, and 

Primary Responsibilities:

  • Resolve client inquiries and complaints via phone or email
  • Meet daily servicing goals
  • Develop and calculate suitable plans based on clients' needs
  • Help ensure retention with a proactive approach 
  • Comply with insurance standards and regulations
  • Round out mono-line accounts by quoting or referring to other team members

Qualifications:

  • Previous experience in insurance, customer service, or other related fields
  • Property & Casualty License
  • Ability to build rapport with clients
  • Excellent written and verbal communication skills
  • Ability to prioritize and multitask