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Insurance Account Representative - State Farm Agent Team Member

Kevin Parks - State Farm Agent

Delta, CO

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JOB DETAILS
SKILLS
Administrative Skills, Billing, Business Operations, Claims Processing, Communication Skills, Customer Relations, Customer Relationship Management (CRM), Customer Support/Service, Customer Training, Data Quality, Detail Oriented, Establish Priorities, Field Sales, High School Diploma, Industry/Trade Analysis, Inside Sales, Insurance, Insurance Certifications, Interpersonal Skills, Maintain Compliance, Marketing, Multitasking, Needs Assessment, Operations, Organizational Skills, Payment Processing, Presentation/Verbal Skills, Problem Solving Skills, Retail Sales, Sales, Spanish Language, Telemarketing, Time Management, Training/Teaching, Writing Skills
LOCATION
Delta, CO
POSTED
30+ days ago
Benefits:
  • Bonus based on performance
  • Competitive salary
  • Employee discounts
  • Free uniforms
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • Wellness resources

ROLE DESCRIPTION:
As Insurance Account Representative - State Farm Agent Team Member for Kevin Parks - 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.

Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.

Responsibilities:


  • Establish customer relationships and follow up with customers, as needed.
  • Serve as the first point of contact for clients, providing friendly and professional assistance in person, over the phone, and via email.
  • Assist clients with policy inquiries, claims processing, and policy changes, ensuring accuracy and efficiency.
  • Conduct needs assessments to identify appropriate insurance coverage for clients and provide them with personalized recommendations.
  • Collaborate with the team to process insurance applications and policy renewals, ensuring accuracy and adherence to company guidelines.
  • Maintain and update client records, ensuring confidentiality and data accuracy.
  • Assist clients with billing inquiries, payment processing, and resolve any issues or discrepancies.
  • Provide exceptional customer service by actively listening to clients' concerns and resolving them in a timely manner.
  • Stay updated on product knowledge and industry trends to effectively educate clients on insurance options and benefits.
  • Collaborate with State Farm Associates to facilitate policy changes, endorsements, and cancellations.
Qualifications:


  • High school diploma or equivalent; additional education or certifications in insurance or related fields is a plus.
  • Knowledge of insurance products and services is a plus, but not required.
  • Property and Casualty license (must be able to obtain), Already licensed is a plus
  • Life and Health license (must be able to obtain), Already licensed is a plus
  • Prior experience in customer service or office administration is preferred.
  • Excellent communication skills – written, verbal, and listening
  • Experience in sales (outside sales or inside sales representative, retail sales associate, or telemarketing) is a plus.
  • Experience managing client relationships is preferred
  • Strong attention to detail and organizational skills.
  • Ability to multitask and prioritize tasks effectively in a fast-paced environment.
  • Strong problem-solving skills and ability to handle difficult situations with empathy and professionalism.
  • Spanish Speaking is a plus
Join our team at Kevin Parks State Farm as an Office Representative and be part of a dynamic and customer-centric environment where your skills and dedication will be valued. Apply now to take the first step towards a rewarding career with a trusted insurance company.

QUALIFICATIONS:
  • Communication and interpersonal skills.
  • Detail-oriented and able to multitask.
  • Experience in customer service or sales preferred.

About the Company

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Kevin Parks - State Farm Agent