Insurance Account Specialist

2 months ago


De Soto, Missouri, United States Sandy Meurer - State Farm Agent Full time
Job Overview

Sandy Meurer - State Farm Agent is seeking a highly motivated and results-driven Insurance Account Position to join our team. As a key member of our agency, you will play a critical role in building and maintaining strong relationships with our clients, identifying their insurance needs, and providing tailored solutions to maximize value.

Key Responsibilities
  • Client Account Management: Manage client insurance accounts, update information, and ensure accurate records of client interactions.
  • Policy Administration: Assist clients with policy changes and renewals, providing timely and personalized support.
  • Insurance Product Expertise: Provide in-depth information on insurance products and services, helping clients make informed decisions.
  • Client Communication: Handle client inquiries, respond to concerns, and maintain open lines of communication.
  • Business Development: Assist in developing strategies and establishing quotas for our agency, driving business growth and success.
Requirements
  • Strong Organizational Skills: Demonstrated ability to manage multiple tasks, prioritize responsibilities, and meet deadlines.
  • Excellent Communication Skills: Proven ability to build and maintain strong relationships with clients, colleagues, and partners.
  • Attention to Detail: High level of accuracy and attention to detail in managing client accounts and records.
  • Business Acumen: Understanding of insurance industry trends, products, and services, with the ability to apply this knowledge to drive business results.
  • Previous Experience: Previous experience in insurance or a related field is preferred, but not required.


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