Insurance Account Representative - State Farm Agent Team Member
Full Time • NEWPORT BEACH, CA
Benefits:
- Bonus based on performance
- Competitive salary
- Opportunity for advancement
- Paid time off
- Training & development
- Signing bonus
ROLE DESCRIPTION:
As for , you will be vital to our daily business operations and customers’ success. You will help grow our agency through meaningful customer’s relations by acting as a liaison between customer needs and agency. You will improve the lives of our customers by building and maintaining strong relationships with customers, understanding their insurance needs, and offering solutions that meet those needs. The representative ensures customers are informed about policy options, renewals, and claims processes while providing exceptional customer service.
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.
KEY RESPONSIBILITIES:
Sales Support & Customer Service
As for , you will be vital to our daily business operations and customers’ success. You will help grow our agency through meaningful customer’s relations by acting as a liaison between customer needs and agency. You will improve the lives of our customers by building and maintaining strong relationships with customers, understanding their insurance needs, and offering solutions that meet those needs. The representative ensures customers are informed about policy options, renewals, and claims processes while providing exceptional customer service.
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.
KEY RESPONSIBILITIES:
Sales Support & Customer Service
- Prepare quotes and proposals for prospective customers.
- Identify and pursue new sales opportunities through networking, referrals and campaign marketing strategies.
- Conduct and maintain regular follow-ups to prospects.
- Meet or exceed monthly, quarterly, and annual sales goals.
- Cross-sell additional insurance products when appropriate (e.g., home, auto, life).
- Identify potential gap exposures and recommend additional coverages or policy upgrades.
- Handle customer’s inquiries professionally, working to resolve inquiries in a seamless manner.
- Provide timely responses to client inquiries via phone, email, or in person.
Customer’s Interaction
- Aim for customer retention rates and contribute to long-term customer loyalty by engaging with new and existing customers to understand their insurance requirements.
- Respond to inquiries regarding insurance coverage, policy changes, renewals, and billing.
- Provide explanations of insurance products, benefits, and exclusions.
- Assist customers with policy applications, endorsements, cancellations, and renewals.
- Review and process policy changes or updates in a timely manner.
Claims Assistance
- Provide guidance to clients in the claims process, helping them complete forms and gather necessary documentation.
- Follow up with claims adjusters and clients to ensure timely resolution of claims.
Documentation & Compliance:
- Maintain accurate and organized records of customer’s interactions, policy details, and transactions.
- Ensure compliance with insurance regulations and company policies.
- Use insurance software systems to update customers’ accounts.
Skills & Qualifications:
- Communication: Excellent verbal and written communication skills.
- Customer Service: Strong ability to manage client relationships and handle inquiries.
- Sales: Basic sales skills with a focus on customer needs and service.
- Problem Solving: Ability to resolve client issues effectively and efficiently.
- Organizational Skills: Strong attention to detail and the ability to manage multiple clients and policies.
- Technical Proficiency: Familiarity with insurance software and Microsoft Office (Word, Excel, etc.).
QUALIFICATIONS:
- Strong communication and interpersonal skills.
- Detail-oriented and able to multitask.
- Experience in customer service or sales preferred.
- Prior experience in insurance or customer service preferred but not required
- Familiarity with various insurance products (home, auto, life, health, etc.) is an asset
- Property & Casualty and/or Life & Health Licensed prior to job commencement
Compensation: $39,520.00 - $60,320.00 per year
My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in newport beach, CA and help customers with their insurance and financial services needs, including:
- Auto insurance
- Home insurance
- Life insurance
- Retirement planning
State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
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Make a difference in your community every day
Gain confidence and grow your career
Join a fun and flexible workspace with a growing team