Insurance Account Specialist
8 hours ago
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.
- 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.
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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