Account Representative, State Farm Insurance Agent
Overview
You will own customer relationships and policy lifecycle management for a State Farm agency in Miami, driving retention and growth. You join a small team of three with a 30-year agency veteran, where you work directly with customers to match them with the right coverage. You will market relevant products, handle applications and renewals, and act as the bridge between customer needs and agency operations. This role stands out for its close-knit, supportive culture with paid licensing, flexible PTO, and a focus on work-life balance.
What You'll Do7
- 1Identify customer needs and present suitable State Farm insurance products and services, converting inquiries into policies.
- 2Guide customers through policy applications, ensuring accurate completion and submission within the first 90 days.
- 3Manage policy renewals, reviewing coverage options and explaining changes to maintain customer satisfaction and retention.
- 4Respond to customer inquiries via phone and email, resolving issues within one business day to uphold service standards.
- 5Log every customer interaction, policy change, and follow-up in the agency management system, keeping records error-free and up to date.
- 6Proactively reach out to existing customers to review their coverage and offer additional products that fit their evolving needs.
- 7Collaborate with the agent and other team members to align customer feedback with agency service improvements.
Requirements6
- 11+ years of customer service or sales experience, preferably in insurance or a related field.
- 2Strong communication and interpersonal skills for building rapport with diverse customers.
- 3Detail-oriented approach to managing policy documents and records without errors.
- 4Ability to multitask in a busy office environment while maintaining a positive attitude.
- 5Basic computer proficiency with agency management software and Microsoft Office.
- 6Active State Farm insurance license or willingness to obtain one within the first 90 days.
Salary Insight
$50 - $60k per year
Location
Required Skills
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