Insurance Account Specialist

2 weeks ago


McAllen, Texas, United States Christina Lopez - State Farm Agent Full time
Job Title: Insurance Account Representative

We are seeking a highly organized and efficient individual to join our team as an Insurance Account Representative. As a key member of our agency, you will be responsible for providing exceptional customer service, establishing strong relationships with clients, and supporting our insurance agents in gaining and keeping customers.

Responsibilities:
  • Establish and maintain strong customer relationships through regular communication and follow-up.
  • Provide prompt, accurate, and friendly customer service, addressing customer inquiries and concerns in a professional and courteous manner.
  • Contact customers regarding past-due bills and ensure timely payment.
  • Set appointments for our insurance agents and facilitate the sales process.
  • Process payments and maintain accurate records.
  • Promote insurance products to customers and provide guidance on policy options.
  • Answer incoming phone calls and respond to customer inquiries in a timely and professional manner.
  • Make outbound calls to customers to offer discounts and promotions.
Qualifications:
  • Bilingual (English/Spanish) with excellent communication skills.
  • Dedicated to providing exceptional customer service and building strong relationships with clients.
  • Able to obtain Property and Casualty License and Life/Health License.
  • Able to achieve mutually agreed-upon goals and objectives.
  • Interested in marketing insurance products and services based on customer needs.
Benefits:
  • Competitive hourly rate plus commission/bonus structure.
  • Paid time off (vacation and personal/sick days).
  • Growth potential and opportunity for advancement within our agency.

We are a growing agency with big dreams and lots of potential. We want to work alongside those who are equally committed to excellence and personal achievement. If you are self-motivated, possess an entrepreneurial spirit, and have a desire to win and achieve results, please consider joining our team.



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