Insurance Account Representative

4 weeks ago


Novato, California, United States Katie Chase - State Farm Agent Full time
Job Description

Katie Chase Insurance & Financial Services, Inc. is seeking a qualified professional to join their team as an Insurance Account Representative. This role involves providing prompt, accurate, and friendly customer service, responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.

Responsibilities:
  • Use a customer-focused, needs-based review process to educate customers about insurance options.
  • Work with the agent to establish and meet service goals.
  • Schedule appointments, identify customer needs, develop leads, and market appropriate products and services.


As an Agent Team Member, you will receive hourly pay plus commission/bonus, health benefits, paid time off, valuable experience, and growth potential/Opportunity for advancement within the agency.

Requirements:
  • Excellent communication skills - written, verbal and listening.
  • Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
  • Self-motivated.
  • Proactive in problem solving.
  • Pride in getting work done accurately and timely.
  • Ability to make presentations to potential customers.
  • Achieve mutually agreed upon service and marketing goals.
  • Ability to effectively relate to a customer.
  • Property and Casualty license (must have currently).
  • Life and Health license (must be able to obtain).
  • Position may require travel.
  • Associate's degree or higher preferred.


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