Account Relationship Specialist

7 hours ago


Alpharetta, Georgia, United States Daniel Lauger - State Farm Agent Full time
Role Summary

As an Account Representative at Daniel Lauger - State Farm Agent, you will serve as a key point of contact for clients, providing expert guidance and support to help them achieve their goals. Your primary focus will be on building strong relationships with clients, understanding their needs, and delivering tailored solutions to meet those needs.

Responsibilities
  • Client Needs Assessment: Conduct thorough assessments of client needs to identify opportunities for growth and improvement.
  • Product Education: Provide clients with clear and concise information about our insurance products and services.
  • Policy Applications & Renewals: Assist clients with policy applications and renewals, ensuring a seamless and efficient experience.
  • Client Inquiries: Respond promptly to client inquiries, addressing their concerns and providing timely solutions.
  • Record Keeping: Maintain accurate and up-to-date records of client interactions, ensuring compliance with regulatory requirements.
Qualifications
  • Communication Skills: Possess excellent communication skills, both written and verbal.
  • Interpersonal Skills: Demonstrate strong interpersonal skills, including the ability to build rapport with clients and work collaboratively with other team members.
  • Attention to Detail: Maintain accurate records of client interactions, requiring a high level of attention to detail and organizational skills.
Salary Range

The estimated salary range for this role is $45,000 - $65,000 per year, depending on experience and location.



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