Insurance Customer Service Representative

3 days ago


Walnut Creek, California, United States Jared Burns-Coffin - State Farm Agent Full time

Company Overview

Jared Burns-Coffin - State Farm Agent is a dynamic and fast-paced environment where you can grow your career in insurance sales.

Estimated Salary Range: $60,000 - $85,000 per year

Job Description

As an Insurance Account Representative, you will be responsible for establishing customer relationships, following up with customers, and using a customer-focused approach to educate customers about insurance options.

You will work closely with the agent to establish and meet marketing goals, develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

Responsibilities:

  • Establish customer relationships and follow up as needed
  • Use a customer-focused review process to educate customers about insurance options
  • Work with the agent to establish and meet marketing goals
  • Develop leads, schedule appointments, identify customer needs, and market products and services

Requirements:

  • Sales experience preferred
  • Successful track record of meeting sales goals/quotas preferred
  • Interest in marketing products and services based on customer needs
  • Excellent communication skills - written, verbal, and listening
  • Enthusiasm about helping people manage risks and recover from unexpected events
  • People-oriented, organized, self-motivated, and proactive problem-solver
  • Dedicated to customer service and accuracy
  • Ability to multitask and obtain Property and Casualty license

Benefits

  • 401K plan
  • Hourly pay plus commission/bonus
  • Health benefits
  • Paid time off (vacation and personal/sick days)
  • Growth potential and opportunity for advancement within the agency


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