Insurance Account Representative

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🔥 2 minutes ago

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Logo of Kaitlin Ponce Insurance, Inc.

Kaitlin Ponce Insurance, Inc.

1 - 10 employees

💸 Finance

👥 B2C

Finance • B2C

Kaitlin Ponce Insurance, Inc. is a State Farm insurance agency based in Atlanta, Georgia that provides personal and commercial insurance products and financial services across Georgia. The agency offers auto, homeowners, condo, renters, life, pet, motorcycle, boat, recreational vehicle and small business (commercial) insurance, plus investment and banking products through affiliated providers. Led by agent Kaitlin Ponce with a team of licensed representatives, the agency focuses on personalized, local service, policy reviews, relocations and claims support for individuals and small businesses.

📋 Description

• 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. • Use a customer-focused, needs-based review process to educate customers about insurance options. • Use exemplary communication skills to efficiently meet the needs of customers while promoting the development of our business.

🎯 Requirements

• Dedicated to customer service • Insurance Sales experience 2 years+ • Property and Casualty and Life and Health license required • Able to achieve mutually agreed upon marketing goals • Interested in marketing products and services based on customer needs

🏖️ Benefits

• Opportunity for advancement • Paid time off • Training & development • 401(k) matching • Bonus based on performance

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