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Insurance Account Specialist

Smith Ins and Fin Svcs Inc

Benefits:
  • License reimbursement
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • 401(k)
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
ABOUT OUR AGENCY:
I opened my agency in 2019 and currently lead a team of nine. I've been in the insurance industry for 27 years and have loved building a career focused on helping people protect what matters most. Outside of work, I'm the proud grandmother of six, enjoy traveling, spending time with my family, and cheering on the Nebraska Huskers.

Giving back to our community is important to me. Our agency proudly sponsors local youth sporting events and stays actively involved through our church and other community activities.

Our agency offers health benefits, a 401(k), professional development opportunities, team-building events, and the opportunity to earn a four-day workweek when goals are met. We believe in rewarding hard work while maintaining a healthy work-life balance.

Our culture is supportive, competitive, and truly feels like family. We work well together, encourage one another, and create a positive, laid-back environment where everyone can succeed. I'm looking for someone who is outgoing, self-motivated, and takes initiative. If you're a self-starter who wants to grow with a close-knit team, we'd love to meet you. ROLE DESCRIPTION: As an Account Representative for Jamie Russell - State Farm Agent, you are vital to our daily business operations and customers’ success. You help grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of customers by proactively marketing relevant products and services. RESPONSIBILITIES:
  • Develop leads, schedule appointments, identify customer needs, and market products and services to help meet those needs.
  • Establish customer relationships and follow up with customers, as needed.
  • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding product availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
  • Promote successful and long-lasting customer relations.
QUALIFICATIONS:
  • Experience in sales (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.
  • Experience in managing customer relationships preferred.
  • Interest in marketing products and services based on customer needs.
  • Communication skills - written, verbal, and listening.
  • Dedicated to customer service.
  • Able to anticipate customer needs.
  • Able to effectively relate to customers.
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Vacancy posted 1 day ago
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