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Account Representative
2 months ago
As a key member of our team at Greg Heintz - State Farm Agent, we are seeking a highly motivated and customer-focused individual to join us as an Account Representative. This role is ideal for someone who is passionate about helping others and has a strong interest in the insurance industry.
Key Responsibilities- Customer Relationship Building
- Establish and maintain strong relationships with existing customers to ensure their needs are met and exceeded.
- Identify opportunities to cross-sell and upsell insurance products to customers.
- Insurance Sales and Service
- Provide exceptional customer service to customers, responding to their inquiries and resolving any issues in a timely and professional manner.
- Use a customer-focused approach to educate customers about insurance options and provide personalized recommendations.
- Team Collaboration
- Work closely with the State Farm Agent team to achieve sales and customer service goals.
- Participate in ongoing training and development to stay up-to-date on insurance products and services.
- Experience and Skills
- Previous sales or customer service experience, preferably in the insurance industry.
- Strong communication and interpersonal skills, with the ability to build rapport with customers and colleagues.
- Ability to work in a fast-paced environment and meet sales and customer service targets.
- Licenses and Certifications
- Property and Casualty license (must be able to obtain).
- Life and Health license (must be able to obtain).
- Competitive Compensation
- Salary plus commission/bonus structure.
- Benefits
- Health benefits.
- Profit sharing.
- Paid time off (vacation and personal/sick days).
- Opportunities for Growth
- Valuable experience in the insurance industry.
- Opportunities for advancement within the agency.
