Account Associate

2 months ago


Oyster Bay, New York, United States Marisa Schaefer - State Farm Agent Full time
Job Overview

As a valued member of the Marisa Schaefer - State Farm Agent team, you will play a crucial role in delivering exceptional client experiences that drive the growth of our insurance agency. Your attention to detail, customer service skills, and passion for helping others make you an ideal fit for this position.

Key Responsibilities
  • Establish and Maintain Customer Relationships

Build and nurture strong relationships with clients, providing personalized support and follow-up as needed to ensure their needs are met.

  • Insurance Needs Assessment and Education

Utilize a customer-focused, needs-based review process to educate clients about insurance options, identifying opportunities to provide tailored solutions that meet their unique needs.

  • Lead Generation and Appointment Scheduling

Develop leads, schedule appointments, and market appropriate products and services to clients, driving business growth and revenue for the agency.

  • Team Collaboration and Support

Work closely with the agency team to ensure successful, long-lasting customer relationships, providing support and guidance as needed to achieve shared goals.

Benefits and Opportunities
  • Competitive Compensation and Benefits

Enjoy a salary plus commission/bonus structure, as well as comprehensive health benefits, paid time off, and flexible hours to support work-life balance.

  • Professional Growth and Development

Take advantage of opportunities for advancement within the agency, with a focus on developing your skills and expertise in the insurance industry.

  • Hiring Bonus and Licensing Reimbursement

Receive a hiring bonus and reimbursement for licensing fees, supporting your career growth and success.

Requirements and Qualifications
  • Marketing and Sales Skills

Demonstrate a genuine interest in marketing products and services, with excellent communication skills to assist clients and collaborate with the agency team.

  • People-Oriented and Detail-Focused

Be people-oriented, with a keen eye for detail and a proactive approach to problem-solving, ensuring seamless client experiences and agency success.

  • Technical and Teamwork Skills

Be able to learn and adapt to computer functions, as well as work effectively in a team environment to achieve shared goals and objectives.


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