Insurance Account Representative

1 day ago


Clifton Park, New York, United States Lee Serino - State Farm Agent Full time
Job OverviewAs a key member of the Lee Serino - State Farm Agent team, you will play a vital role in our daily business operations and customer success. Your primary responsibility will be to foster meaningful client relationships and serve as a liaison between customer needs and agency departments. By proactively marketing relevant products and services, you will improve the lives of our customers and contribute to the growth of our agency.

Key Responsibilities
  • Provide expert guidance on insurance products and services to clients.
  • Assist clients with policy applications and renewals, ensuring seamless transitions.
  • Respond promptly to client inquiries, addressing their concerns and needs.
  • Maintain accurate records of client interactions, ensuring data integrity.

Requirements
  • Strong communication and interpersonal skills, enabling effective collaboration with clients and team members.
  • Attention to detail and ability to multitask, ensuring efficient workflow management.
  • Previous experience in customer service or sales is preferred, but not required.
  • A Property & Casualty License is highly desirable, but not mandatory.


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