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Account Associate

2 months ago

Southlake, Texas, United States Bill Tait - State Farm Agent Full time
Job Overview

We are seeking a highly organized and efficient professional to join our team as an Account Associate at Bill Tait - State Farm Agent. As a key member of our agency, you will play a vital role in supporting our insurance agents in gaining and keeping customers.

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 provide exceptional service and support.
  • Customer Service
    • Provide prompt, accurate, and friendly customer service to respond to 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 and provide personalized recommendations.
  • Communication
    • Utilize exemplary communication skills to efficiently meet the needs of customers while promoting the development of our business.
Requirements
  • Dedication to Customer Service
    • Strong commitment to providing exceptional customer service and support.
  • Sales Experience
    • Previous sales experience, preferably in outside sales or inside sales, retail sales, or telemarketing.
  • Licensing
    • Able to obtain a Property and Casualty License.
    • Able to obtain a Life/Health License.
  • Marketing Skills
    • 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).
  • Health Benefits
    • Health benefits.
  • Profit Sharing
    • Profit sharing.
  • Career Advancement
    • Growth potential and opportunity for advancement within the agency.