- Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
- Establish customer relationships and follow up with customers, as needed.
- Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
- Work with the agent to establish and meet marketing goals.
- Use a customer-focused, needs-based review process to educate customers about insurance options.
- Salary plus commission/bonus
- Paid time off (vacation and personal/sick days)
- Valuable experience
- Growth potential/Opportunity for advancement in my agency
- Learning to market property/casualty, life, health and bank products
- Setting sales and growth goals
- Working closely with the agent to gain an understanding of the agent's role and office logistics
- Learning how to network effectively
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Insurance Account Representative - West Palm Beach, United States - Christopher Tighe - State Farm Agent
Description
Position OverviewIf you enjoy talking to people, are driven to achieve, have a passion for being the best in a fast paced work environment and some day aspire to run your own business but don't feel ready to jump right in yet, this opportunity may be for you. The position is designed to give "on the job training" while working with a full time mentor in the agent's office to build and cultivate customer relationships. You will be working to develop leads, solicit, consult and bind coverage to help customers manage their unique insurance and financial needs and while learning the logistics of managing a business and developing your skills and experience.
Responsibilities
