Insurance Account Specialist

5 days ago


Westminster, Colorado, United States Brian Finan - State Farm Agent Full time
Insurance Account Specialist

At Brian Finan - State Farm Agent, we are seeking a highly motivated and detail-oriented Insurance Account Specialist to join our team. As an Insurance Account Specialist, you will be responsible for providing prompt, accurate, and friendly customer service. This includes responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.

Key Responsibilities:
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
  • Provide excellent customer service and build strong relationships with customers.

Requirements:
  • Interest in marketing products and services based on customer needs.
  • 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.
  • Detail oriented and able to work in a team environment.
  • Ability to assess customer needs and conduct effective interviews.
  • Ability to effectively relate to a customer.
  • Property and Casualty license (must have currently). Life and Health license (must be able to obtain).

About Our Agency:
  • We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, and Life Insurance.
  • We are an established, growth-oriented agency with a team of highly motivated individuals.


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