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Insurance Account Specialist

2 months ago

Jamestown, North Carolina, United States Dakota Andrews - State Farm Agent Full time
Job Overview

Dakota Andrews - State Farm Agent is seeking a highly organized and efficient professional to join our team as an Insurance Account Representative. This role is ideal for individuals who thrive in a fast-paced environment and are dedicated to providing exceptional customer service.

Key Responsibilities
  • Customer Relationship Management
    • Establish and maintain strong relationships with customers to ensure their needs are met and exceeded.
    • Follow up with customers as needed to ensure satisfaction and resolve any issues.
  • Customer Service
    • Provide prompt, accurate, and friendly customer service to meet the needs of customers.
    • Respond to customer inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
  • Insurance Education
    • Use a customer-focused, needs-based review process to educate customers about insurance options.
    • Provide recommendations and guidance to customers to help them make informed decisions.
  • Communication
    • Utilize exemplary communication skills to efficiently meet the needs of customers while promoting the development of our business.
Requirements
  • Customer Service Focus
    • Dedicated to providing exceptional customer service.
  • Sales Experience
    • Preferred experience in sales, including outside sales, inside sales, retail sales, or telemarketing.
  • Licensing
    • Able to obtain a Property and Casualty License.
    • Able to obtain a Life/Health License.
  • Marketing
    • Able to achieve mutually agreed upon marketing goals.
    • Interested in marketing products and services based on customer needs.
Benefits
  • Compensation
    • Salary plus commission/bonus.
  • Time Off
    • Paid time off (vacation and personal/sick days).
  • Benefits Package
    • Supplemental health benefits.
    • Life Insurance.
  • Career Growth
    • Growth potential and opportunity for advancement within the agency.