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Insurance Account Representative
2 months ago
We are seeking a highly motivated and customer-focused Insurance Account Representative to join our team at Sean Perren - State Farm Agent. As a key member of our team, you will play a critical role in helping our customers manage the risks of everyday life.
Key Responsibilities- Use a customer-centric approach to educate customers about insurance options and develop personalized solutions to meet their needs.
- Work closely with our agent to establish and meet marketing goals, identifying opportunities to grow our customer base and increase sales.
- Develop and execute strategies to identify customer needs, develop leads, schedule appointments, and market appropriate products and services.
- Must be able to obtain relevant financial service licenses and maintain ongoing professional development.
- Proficiency in Microsoft Office applications and ability to learn new technologies quickly.
- Excellent analytical, organizational, and problem-solving skills, with a strong attention to detail.
- Effective communication and interpersonal skills, with the ability to build strong relationships with customers and colleagues.
- Exceptional customer service skills, with a focus on delivering a high level of satisfaction and loyalty.
- A successful track record of meeting sales goals and quotas is preferred, but not required.
Sean Perren - State Farm Agent is a top-performing agency in the territory, known for our positive working environment and culture built on teamwork. We offer continuous training and development opportunities to help our team members grow and succeed in their careers.