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Account Specialist
2 months ago
We are seeking a highly organized and efficient professional to join our team as an Account Specialist at Sati Soulakhian - State Farm Agent. As a key member of our agency, you will play a vital role in supporting our insurance agents in gaining and keeping customers.
Key Responsibilities- Customer Acquisition and Retention: Develop leads, identify customer needs, and market appropriate products and services to establish strong customer relationships.
- Customer Service: Provide prompt, accurate, and friendly customer service, responding to inquiries regarding insurance availability, eligibility, coverages, and policy changes.
- Needs-Based Review Process: Use a customer-focused approach to educate customers about insurance options and provide personalized recommendations.
- Marketing and Sales Skills: Interest in marketing products and services based on customer needs.
- Excellent Communication Skills: Strong written, verbal, and listening skills to effectively interact with customers and colleagues.
- People-Oriented: Ability to build strong relationships with customers and colleagues.
- Detail-Oriented: Proactive in problem-solving and detail-oriented to ensure accuracy and efficiency.
- Technical Skills: Proficient in using a computer and able to learn new software and systems.
- Licensing Requirements: Able to obtain Property and Casualty License and Life/Health License.
- Performance Metrics: Able to achieve mutually agreed-upon marketing goals.
- Competitive Salary and Commission/Bonus Structure
- Paid Time Off (Vacation and Personal/Sick Days)
- Growth Potential and Opportunity for Advancement
- License Reimbursement