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Insurance Account Representative

2 months ago


Rancho Mirage, California, United States Melanie Villeneuve - State Farm Agent Full time
Job Overview

As a valued member of the Melanie Villeneuve - State Farm Agent team, you will play a vital role in driving business growth and customer satisfaction. Your primary responsibility will be to establish and maintain strong relationships with clients, providing exceptional service and support to meet their insurance needs.

Key Responsibilities
  • Customer Relationship Management: Develop and maintain a deep understanding of customer needs, preferences, and goals to provide tailored solutions and recommendations.
  • Insurance Product Promotion: Proactively market and promote relevant insurance products and services to customers, ensuring they are aware of available options and benefits.
  • Service Delivery: Provide prompt, accurate, and friendly customer service, addressing inquiries and concerns related to insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
Requirements
  • Experience: 1-2 years of experience in sales, customer service, or a related field, preferably with a focus on insurance or financial services.
  • Skills: Excellent communication and interpersonal skills, with the ability to build strong relationships with customers and colleagues. Strong problem-solving and analytical skills, with the ability to navigate complex insurance products and services.
  • Licenses and Certifications: Valid Property & Casualty Insurance License required.
Benefits
  • Competitive Compensation: Hourly pay plus monthly commission/bonus structure.
  • Professional Development: Opportunities for growth and advancement within the agency, with a focus on developing your skills and expertise.
  • Work-Life Balance: Paid time off (holidays and personal/sick days) to ensure a healthy balance between work and personal life.