Insurance Account Specialist

3 weeks ago


Tucson, Arizona, United States Franklin Rodriguez - State Farm Agent Full time
Job Overview

A successful career as an Insurance Account Representative awaits a motivated professional with excellent communication skills. This role offers a rewarding income and growth potential, making it an ideal choice for those seeking a challenging and dynamic environment.

The position involves providing exceptional customer service, using a customer-focused approach to educate customers about insurance options, and working closely with the agent to achieve marketing goals.

Salary and Benefits

The salary for this role is estimated to be around $45,000 - $60,000 per year, plus commission and bonus opportunities. In addition to a competitive salary, employees can enjoy benefits such as health insurance, profit sharing, and paid time off.

Responsibilities
  • Provide prompt and accurate customer service, responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
  • Use a customer-focused review process to educate customers about insurance options, ensuring they make informed decisions that meet their needs.
  • Work with the agent to establish and meet marketing goals, developing leads, scheduling appointments, identifying customer needs, and marketing appropriate products and services.
Requirements
  • Sales experience, preferably in outside sales or inside sales representative, retail sales associate, or telemarketing roles.
  • A successful track record of meeting sales goals and quotas is preferred.
  • Excellent written, verbal, and listening communication skills are essential for success in this role.
  • A genuine enthusiasm for the role insurance plays in helping people manage risks, recover from unexpected events, and realize their dreams is crucial.
  • Self-motivation and the ability to make presentations to potential customers are also required.
  • Achieving mutually agreed-upon marketing goals and having experience in marketing are also desirable qualities.
  • A Property and Casualty license is currently required, while a Life and Health license must be obtainable.

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