Brian Finan - State Farm Insurance Agent

Account Manager

• Clearly communicate and explain a variety of insurance products and services to clients.
• Guide customers through policy applications, renewals, and other administrative tasks.
• Provide timely responses to inquiries, ensuring each customer has a positive experience.
• Keep comprehensive and organized records of all client interactions and transactions.

Account Representative

Financial Planning and Analysis

• Cultivate and maintain strong client connections to boost retention and expand our business.
• Perform thorough policy evaluations and provide personalized insurance advice.
• Address and resolve complex client issues with professionalism and empathy.
• Utilize your expertise in life and property & casualty insurance to engage and convert leads, both new and existing.

Insurance and Financial Services Position

• Build and nurture lasting relationships to boost client retention and agency growth.
• Conduct detailed policy evaluations and tailor recommendations based on client needs.
• Handle complex customer concerns with tact and professionalism.
• Utilize your expertise to present, explain, and sell insurance products to both warm prospects and new leads.

Insurance

• Providing outstanding customer service regarding insurance policies and claims
• Identifying client needs to promote tailored insurance solutions
• Cultivating and managing leads for long-term client relationships

Account Representative

Insurance and Financial Services Position

Account Manager

Insurance Account Representative