Account Associate

2 days ago

Port Jervis, New York, United States Joel Mermelstein - State Farm Agent Full time
About Our Agency

Our mission is to provide exceptional service to our customers, helping them manage the risks of everyday life and achieve their goals. We offer a wide range of insurance and financial services, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, Crop Insurance, College Planning, Health Insurance, and Renters Insurance.

Job Overview

We are seeking a highly motivated and customer-focused individual to join our team as an Account Associate. In this role, you will be responsible for establishing and maintaining customer relationships, following up with customers as needed, and using a customer-focused, needs-based review process to educate customers about insurance options.

Responsibilities
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
  • Meet and exceed monthly and annual sales goals.
  • Maintain a high level of customer satisfaction.
  • Provide exceptional customer service to our customers.
  • Manage and maintain client accounts in CRM system.
  • Perform other duties as assigned by the Account Manager and or Director of Operations.
Requirements
  • High School Diploma or GED required. Bachelor's Degree preferred.
  • Minimum 2 years of experience in Customer Service, Sales, or other related fields. Experience working with small businesses a plus.
  • Excellent verbal and written communication skills. Ability to communicate effectively with individuals from all walks of life.
  • Must be able to work independently with little supervision. Ability to prioritize tasks and meet deadlines.
  • Must be able to work in a fast-paced environment with multiple interruptions. Must be able to work both independently and as part of a team.
What We Offer
  • Competitive salary.
  • Commission/bonus structure.
  • Health benefits.
  • Paid time off (vacation and personal/sick days).
  • Flexible hours.
  • Growth potential/Opportunity for advancement within my agency.

We are a growing agency with big dreams and lots of potential. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. Our team works hard to reach our goals together as a team and have fun while we are doing it. We want to work alongside those who are equally committed to excellence and personal achievement. Our team is comprised of results-oriented individuals that are serious about their development. If you want to work in an environment that is fun, challenging, and rewarding, then Joel Mermelstein - State Farm Agent may be the right fit for you. If you're willing to work hard and you expect to get results from yourself and those around you, we want to meet you and talk about the opportunity we have for you. If you are self-motivated, possess an entrepreneurial spirit and have a desire to win and achieve results, please consider joining our team. If you believe in having fun in a stable working environment and have a willingness to learn, we should meet to discuss our career opportunity. Come work with an energetic, fun team at Joel Mermelstein - State Farm Agent.

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