Account Specialist

We are seeking a highly organized and efficient professional to join our team as an Account Representative at Drew Forbes - State Farm Agent. As a key member of our agency, you will play a vital role in supporting insurance agents in gaining and keeping customers.

• Customer Relationship Management
  • Establish and maintain strong relationships with customers to ensure their needs are met and exceeded.
  • Follow up with customers as needed to provide exceptional service and support.
• Customer Service
  • Provide prompt, accurate, and friendly customer service to respond to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
• Insurance Education
  • Use a customer-focused, needs-based review process to educate customers about insurance options and provide personalized recommendations.
• Communication
  • Utilize exemplary communication skills to efficiently meet the needs of customers while promoting the development of our business.

• Dedication to Customer Service
  • Strong commitment to providing exceptional customer service and support.
• Sales Experience
  • Previous sales experience, preferably in outside sales, inside sales, retail sales, or telemarketing.
• Licensing
  • Able to obtain a Property and Casualty License.
  • Able to obtain a Life/Health License.
• Marketing Skills
  • Ability to achieve mutually agreed-upon marketing goals.
  • Interest in marketing products and services based on customer needs.

• Compensation Package
  • Salary plus commission/bonus.
• Time Off
  • Paid time off (vacation and personal/sick days).
• Health Benefits
  • Comprehensive health benefits.
• Profit Sharing
  • Opportunity for profit sharing.
• Career Advancement
  • Potential for career advancement within the agency.