ROLE DESCRIPTION: As Account Representative - State Farm Agent Team Member for John Mansfield - 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 better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
Greet customers warmly in person and over the phone, directing them to the appropriate team members.
Manage appointment scheduling and office communications.
Assist in handling incoming inquiries and maintaining customer records.
Engage in conversations with prospective and existing customers, identifying opportunities to offer insurance options.
Provide excellent customer service and follow up on customers needs.
Support the team with various administrative tasks and projects.
QUALIFICATIONS:
Previous experience in a receptionist or customer service role.
Communication and interpersonal skills.
Organizational and multitasking abilities.
Comfortable with engaging in sales conversations.
Basic computer skills, including Microsoft Office and CRM systems.