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Insurance Account Representative

2 months ago

Palm Beach Gardens, Florida, United States Sarah Mclendon - State Farm Agent Full time
Job Overview

As an Insurance Account Representative with Sarah Mclendon - State Farm Agent, you will play a vital role in our agency's daily operations and customer success. Your primary responsibility will be to grow our agency through meaningful client relationships and serving as a liaison between customer needs and agency departments.

Key Responsibilities
  • Insurance Product Expertise: Provide in-depth information about insurance products and services to clients, ensuring they make informed decisions.
  • Client Support: Assist clients with policy applications, renewals, and inquiries, providing timely and accurate responses.
  • Record Keeping: Maintain accurate records of client interactions, ensuring seamless communication and follow-up.
Requirements
  • Strong Communication Skills: Possess excellent verbal and written communication skills to effectively interact with clients and agency departments.
  • Attention to Detail: Demonstrate a high level of attention to detail, ensuring accuracy in client records and communication.
  • Customer Service Experience: Possess experience in customer service or sales, with a proven track record of delivering exceptional results.