Insurance Account Specialist

8 hours ago

Newport Beach, California, United States FLORIBEL FERREIRA - State Farm Agent Full time
Job Title: Insurance Account RepresentativeJob Summary

We are seeking a highly skilled and customer-focused Insurance Account Representative to join our team at FLORIBEL FERREIRA - State Farm Agent. As an Insurance Account Representative, you will play a vital role in building and maintaining strong relationships with customers, understanding their insurance needs, and offering solutions that meet those needs.

Key Responsibilities
  • Sales Support & Customer Service:
    • Prepare quotes and proposals for prospective customers.
    • Identify and pursue new sales opportunities through networking, referrals, and campaign marketing strategies.
    • Conduct and maintain regular follow-ups to prospects.
    • Meet or exceed monthly, quarterly, and annual sales goals.
    • Cross-sell additional insurance products when appropriate (e.g., home, auto, life).
    • Identify potential gap exposures and recommend additional coverages or policy upgrades.
    • Handle customer inquiries professionally, working to resolve inquiries in a seamless manner.
  • Customers Interaction:
    • Aim for customer retention rates and contribute to long-term customer loyalty by engaging with new and existing customers to understand their insurance requirements.
    • Respond to inquiries regarding insurance coverage, policy changes, renewals, and billing.
    • Provide explanations of insurance products, benefits, and exclusions.
    • Assist customers with policy applications, endorsements, cancellations, and renewals.
    • Review and process policy changes or updates in a timely manner.
  • Claims Assistance:
    • Provide guidance to clients in the claims process, helping them complete forms and gather necessary documentation.
    • Follow up with claims adjusters and clients to ensure timely resolution of claims.
  • Documentation & Compliance:
    • Maintain accurate and organized records of customer interactions, policy details, and transactions.
    • Ensure compliance with insurance regulations and company policies.
    • Use insurance software systems to update customer accounts.
Requirements
  • Strong communication and interpersonal skills.
  • Detail-oriented and able to multitask.
  • Experience in customer service or sales preferred.
  • Prior experience in insurance or customer service preferred but not required.
  • Familiarity with various insurance products (home, auto, life, health, etc.) is an asset.
  • Property & Casualty and/or Life & Health Licensed prior to job commencement.
What We Offer

As an Insurance Account Representative at FLORIBEL FERREIRA - State Farm Agent, you will have the opportunity to grow your career while making a positive impact on our customers' lives. We offer a competitive salary, bonus based on performance, paid time off, training and development opportunities, and a signing bonus.

We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and customer-focused individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity.

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