Insurance Account Representative

4 weeks ago


Buffalo, New York, United States Dan Schmidt - State Farm Agent Full time
Job OverviewAs an Insurance Account Representative with Dan Schmidt - State Farm Agent, you will play a vital role in our daily business operations and customer success. Your primary responsibility will be to grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You will improve the lives of our customers by proactively marketing relevant products and services.

Key Responsibilities
  • Provide information about insurance products and services to clients.
  • Assist clients with policy applications and renewals.
  • Handle client inquiries and provide timely responses.
  • Maintain accurate records of client interactions.


Requirements
  • Strong communication and interpersonal skills.
  • Detail-oriented and able to multitask.
  • Experience in customer service or sales preferred.
  • Current NYS Property and Casualty License required.
  • Current NYS Life, Accident, and Health preferred.


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