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Account Specialist
2 months ago
Brandon Brletich - State Farm Agent is seeking a highly organized and efficient professional to join our team as an Account Representative. This role involves providing administrative support to insurance agents and contributing to the growth and success of our agency.
Key Responsibilities- Customer Relationship Management
- Establish and maintain strong relationships with customers to ensure their needs are met and exceeded.
- Follow up with customers as needed to provide exceptional service and support.
- Customer Service
- Provide prompt, accurate, and friendly customer service through various channels, including phone, email, and in-person interactions.
- Respond to customer inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
- Insurance Education and Sales
- Use a customer-focused, needs-based review process to educate customers about insurance options and promote the development of our business.
- Utilize exemplary communication skills to efficiently meet the needs of customers while promoting the growth of our agency.
- Customer Service Focus
- Dedicated to providing exceptional customer service and ensuring customer satisfaction.
- Sales Experience
- Previous sales experience, preferably in outside sales, inside sales, retail sales, or telemarketing.
- Licensing
- Able to obtain a Property and Casualty License.
- Able to obtain a Life/Health License.
- Marketing and Sales
- Able to achieve mutually agreed-upon marketing goals.
- Interested in marketing products and services based on customer needs.
- Compensation Package
- Salary plus commission/bonus.
- Benefits and Perks
- Paid time off (vacation and personal/sick days).
- Health benefits.
- Profit sharing.
- Professional Growth
- Growth potential and opportunity for advancement within the agency.