Acquisition Specialist - State Farm Agent… at State Farm… · Rockville

Summary: State Farm Agent is seeking a Client Account Representative to provide outstanding service and build lasting relationships with customers. The role involves assisting clients with their insurance needs, processing account changes, and recommending additional products and services.

Responsibilities:
- Build and maintain strong customer relationships through exceptional service
- Assist customers with policy changes, billing questions, claims support, and account servicing
- Conduct policy reviews to ensure customers have the coverage that best fits their needs
- Educate customers about State Farm insurance and financial service products
- Identify opportunities to cross-sell and recommend additional products based on customer needs
- Follow up with customers regarding quotes, renewals, and outstanding requests
- Process customer requests accurately and maintain detailed account records
- Work collaboratively with the agency team to achieve individual and office goals
- Maintain compliance with State Farm guidelines and insurance regulations

Required Qualifications:
- Fluent in English and Spanish (spoken and written)
- Communication and problem-solving skills
- Self-motivated with a positive attitude and strong work ethic
- Ability to handle high-stress situations calmly

Preferred Qualifications:
- Sales or customer service experience preferred
- Property & Casualty and/or Life & Health insurance license preferred or willingness to obtain after hire

Required Skills: Property & Casualty insurance license, Life & Health insurance license, Sales, Spanish

Benefits: Health insurance, Opportunity for advancement, Paid time off, Training & development, 401(k), Bonus based on performance