Account Associate

5 days ago


Port Jervis, New York, United States Joel Mermelstein - State Farm Agent Full time
About Our Agency

Our mission is to provide exceptional service to our customers, helping them manage the risks of everyday life, recover from the unexpected, and realize their dreams.

Job Overview

We are seeking a highly motivated and customer-focused individual to join our team as an Account Associate. As an Account Associate, you will be responsible for establishing customer relationships, following up with customers, and using a customer-focused, needs-based review process to educate customers about insurance options.

Responsibilities
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
  • Meet and exceed monthly and annual sales goals.
  • Maintain a high level of customer satisfaction.
  • Provide exceptional customer service to our customers.
  • Manage and maintain client accounts in CRM system.
  • Perform other duties as assigned by the Account Manager and or Director of Operations.
What We Offer
  • Competitive salary.
  • 401(k) matching.
  • Health benefits.
  • Paid time off (vacation and personal/sick days).
  • Flexible hours.
  • Growth potential/Opportunity for advancement within my agency.
Requirements
  • High School Diploma or GED required. Bachelor's Degree preferred.
  • Minimum 2 years of experience in Customer Service, Sales, or other related fields. Experience working with small businesses a plus.
  • Excellent verbal and written communication skills. Ability to communicate effectively with individuals from all walks of life.
  • Must be able to work independently with little supervision. Ability to prioritize tasks and meet deadlines.
  • Must be able to work in a fast-paced environment with multiple interruptions. Must be able to work both independently and as part of a team.
Why Join Our Team?

We are a growing agency with big dreams and lots of potential. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. Our team works hard to reach our goals together as a team and have fun while we are doing it. We want to work alongside those who are equally committed to excellence and personal achievement.


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