Insurance Account Specialist

1 month ago


Idaho Falls, Idaho, United States Nathan Blanchard - State Farm Agent Full time
Job OverviewNate Blanchard State Farm Agency is seeking a skilled professional to join their team as an account representative. The ideal candidate will be responsible for providing exceptional customer service, educating customers about insurance options, and working with the agent to establish and meet marketing goals.

Key Responsibilities
  • Provide prompt, accurate, and friendly customer service, including responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
  • Use a customer-focused, needs-based review process to educate customers about insurance options and develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
  • Work with the agent to establish and meet marketing goals, including achieving mutually agreed upon marketing goals and utilizing sales experience to meet sales goals/quotas.

Requirements
  • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.
  • Successful track record of meeting sales goals/quotas preferred.
  • Excellent communication skills - written, verbal and listening.
  • Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
  • People-oriented.
  • Organizational skills.
  • Self-motivated.
  • Ability to make presentations to potential customers.
  • Achieve mutually agreed upon marketing goals.
  • Experience in marketing.
  • Bilingual is fantastic- Spanish preferred.
  • Property and Casualty license (must have currently).
  • Life and Health license (must be able to obtain).


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