ABOUT OUR AGENCY:
I opened my agency in 2010 and currently lead a team of three. Since opening my agency, I've been passionate about helping customers understand their insurance needs and building relationships that last.
We believe insurance is about more than selling policies - it's about educating customers and creating personalized plans that help protect what matters most. Taking the time to explain coverage and build trust is at the heart of everything we do.
Our agency offers health benefits, licensing reimbursement, and a strong commitment to work-life balance. We believe in supporting our team members while providing opportunities to build rewarding careers.
I'm looking for someone who is detail-oriented, relationship-focused, and genuinely enjoys helping people. If you take pride in educating customers, building trust, and providing exceptional service, you'll be a great fit for our team.
ROLE DESCRIPTION:
As an Account Representative for Tamar Dickel - State Farm Agent, you are vital to our daily business operations and customers’ success. You help grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of customers by proactively marketing relevant products and services.
RESPONSIBILITIES:
- Develop leads, schedule appointments, identify customer needs, and market products and services to help meet those needs.
- Establish customer relationships and follow up with customers, as needed.
- Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding product availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
- Promote successful and long-lasting customer relations.
QUALIFICATIONS:
- Experience in sales (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.
- Experience in managing customer relationships preferred.
- Interest in marketing products and services based on customer needs.
- Communication skills - written, verbal, and listening.
- Dedicated to customer service.
- Able to anticipate customer needs.
- Able to effectively relate to customers.
