ROLE DESCRIPTION:
As Account Representative - State Farm Agent Team Member for Craig Vickers - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services through in-depth discovery conversations and uncovering customer needs.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
The right application must be licensed in property & casualty, and life & health, with advancement opportunities with investment planning services.
RESPONSIBILITIES:
- Provide information about insurance products and services.
- Assist customers with policy applications and renewals.
- Handle customer inquiries and provide timely responses.
- Maintain accurate records of customer interactions.
- Execute onboarding process for new customers
- Engage in discovery conversations with customers for all interactions
QUALIFICATIONS:
- Communication and interpersonal skills.
- Licensed in P&C, L&H
- Detail-oriented and able to multitask.
- Experience in customer service or sales preferred.
