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Client Engagement Specialist

3 weeks ago

San Marcos, Texas, United States Justin Meadows - State Farm Agent Full time

Job Summary

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We are seeking a highly motivated Client Engagement Specialist to join our team. As a client-facing professional, you will be responsible for developing relationships with customers and providing personalized solutions to their insurance needs.

Salary and Benefits:

  • Competitive salary range: $50,000 - $70,000 per year
  • Paid time off (vacation and personal/sick days)
  • Flexible hours
  • Retirement Plan
  • Growth potential/Opportunity for advancement within the agency

Responsibilities and Requirements:

  • Establish customer relationships and follow up with customers as needed.
  • Use a customer-focused, needs-based review process to educate customers about insurance options.
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
  • Interest in marketing products and services based on customer needs.
  • Excellent communication skills – written, verbal, and listening.
  • People-oriented and detail-oriented with a proactive approach to problem-solving.
  • Able to learn computer functions and work in a team environment.