Business Growth, Business Operations, Claims Processing, Customer Relations, Detail Oriented, Financial Services, Insurance, Marketing, Operations, Organizational Skills, Relationship Management, Revenue Growth, Time Management, Training/Teaching, Underwriting
- Bonus based on performance
- Competitive salary
- Free food & snacks
- Opportunity for advancement
- Paid time off
- Training & development
- Flexible schedule
- 401(k) matching
ROLE DESCRIPTION:
As Account Representative - State Farm Agent Team Member for Trifunovic Insurance and Financial Services - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful client 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.
How You Will Make an Impact
Guide Our Clients: Assist with policy changes and inquiries, ensuring their coverage evolves as their lives change (like buying a car or starting a business).
Be the Calm in the Storm: Process insurance claims with empathy and urgency, guiding clients through stressful situations.
Educate & Protect: Proactively market relevant products and services. Please note: Sales plays a major role in this position, focused on empowering clients to protect what they love.
Manage Relationships: Maintain accurate, detailed client records so we never miss a beat when they need us.
Collaborate for Success: Act as the vital liaison between customers and internal departments, coordinating with underwriters for timely policy issuance.
What You Bring to the Table
We are looking for the core skills that make a great advocate:
Exceptional Communication: You are an active listener who can explain complex concepts in simple, reassuring terms.
Attention to Detail: You have strong organizational skills because, in our industry, details make all the difference.
Growth Mindset: You are eager to learn the business, grow your sales skills, and build a lucrative, impactful career.
Bonus Points: An active Property and Casualty (P&C) License is a huge plus.
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Trifunovic Insurance and Financial Services - State Farm Agent