Insurance Account Representative

4 weeks ago


Bakersfield, California, United States Isaias Ruiz - State Farm Agent Full time
Insurance Account Representative Job Description

At Isaias Ruiz - State Farm Agent, we're seeking a skilled Insurance Account Representative to join our team. This role is designed for individuals who are passionate about customer relationships and have a keen eye for detail.

Key Responsibilities:
  • Customer Relationships: Build and maintain strong customer relationships, ensuring timely follow-ups and addressing customer needs effectively.
  • Customer Service: Provide prompt, accurate, and friendly service by responding to inquiries about insurance availability, eligibility, coverages, policy changes, claims, and billing.
  • Education: Use a customer-focused, needs-based approach to educate customers about various insurance options.
  • Communication: Utilize excellent communication skills to meet customer needs and promote business growth.
  • Prospecting: Identify and pursue new prospective customers.
  • Policy Reviews: Conduct comprehensive insurance policy reviews.
  • New Business Acquisition: Drive new business acquisition through strategic marketing and sales efforts.
Qualifications:
  • Customer Experience: Committed to delivering a remarkable customer experience.
  • Sales Background: Preferred experience in sales (inside/outside sales, retail, or telemarketing).
  • Licensing: Ability to obtain Property and Casualty License and Life/Health License.
  • Marketing Goals: Capable of achieving agreed-upon marketing goals.
  • Customer Needs: Interested in marketing products and services tailored to customer needs.
What We Offer:
  • Compensation: Competitive hourly rate plus uncapped commission/bonus.
  • Paid Time Off: Annual paid time off.
  • Benefits Package: Comprehensive health, vision, dental, and group life insurance. Tuition reimbursement, annual paid trips, and an employer-sponsored retirement plan with match.
  • Growth Opportunities: Significant potential for career advancement and professional growth.


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