Billing, Communication Skills, Cross-Selling, Customer Experience, Customer Retention/Renewal, Customer Satisfaction, Customer Support/Service, Detail Oriented, Health Insurance, Insurance, Multilingual, Organizational Skills, Performance Reviews, Sales, Spanish Language, Telephone Skills, Training/Teaching
- 401(k)
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
Position Overview:
We are seeking a motivated and service-minded individual to join our team as an Insurance Account Representative. In this hybrid service and sales role, you’ll act as an extension of the agent — handling inbound service needs, answering calls, assisting clients with policy changes, and ensuring an excellent customer experience. At the same time, you’ll actively identify opportunities to cross-sell additional products, quote referrals, and earn commissions for new business you help generate.
This is a full-time opportunity with room for long-term growth and advancement in the insurance industry.
Responsibilities:
- Answer incoming calls, respond to client inquiries, and provide top-tier service and support.
- Process policy changes, billing questions, and general account updates.
- Identify opportunities to cross-sell additional products during service calls and quote referral business.
- Assist with outbound follow-ups and client outreach as needed.
- Collaborate closely with the agent and team to ensure client satisfaction and retention.
Requirements:
- Must be willing to obtain state insurance licenses.
- Strong communication and customer service skills.
- Comfortable with phone-based interactions and discussing product options with clients.
- Highly organized, detail-oriented, and self-motivated.
- Bilingual Spanish preferred.
Compensation & Benefits:
- Competitive base pay with commission opportunities.
- $1,000 signing bonus paid after 30 days.
- Bi-annual performance reviews for raises and career growth.
- Full-time schedule with long-term advancement potential.
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Drew Creswell - State Farm Agent