Spanish Bilingual Insurance Representative

Job Description

JOB PURPOSE: To work as an employee of a State Farm Independent contractor Agent assisting in selling and marketing State Farm products and services and providing quality service to customers.

EXPERIENCE AND KNOWLEDGE

1. Experience in retail sales, marketing, or customer service desirable.

2. Experience with popular computer software desirable.

3. Knowledge of personal lines insurance products desirable, but not required.

SKILLS AND ABILITIES

1. Ability to learn and apply product, industry, and market knowledge to make professional recommendations to prospects and policyholders and to satisfy insurance licensing requirements.

2. Ability to influence others.

3. Ability to create professional business relationships with prospects and policyholders.

4. Strong listening, oral and written communication skills.

5. Ability to take initiative and act effectively in various circumstances without direction.

6. Self-confidence/perseverance/strong work ethic, remain positive and maintain progress towards a goal in spite of obstacles and adversity.

7. Goal oriented-highly motivated and resourceful to achieve results.

8. Proven track record of trustworthiness, dependability and ethical behavior.

9. Proven problem-solving ability-apply and balance conceptual and analytical thinking by breaking down complex problems, evaluating alternative sources of action and their likely outcomes, and selecting the best alternative.

10. Ability to multi-task.

11. Ability to pay close attention to detail and accuracy.

JOB RELATED TRAINING COURSES AND PROGRAMS

If a candidate is hired and does Not already possess, agent will pay for all licensing classes and tests after successfully passing State exams and a one year of service. Successfully complete all company, state, and federal requirements (licenses) to sell and service designated State Farm products and continue to be licensed in good standing as required.

DUTIES AND RESPONSIBILITIES

1. Implement the agency's marketing/sales plan and direct mail campaigns at direction of the agent.

2. Contact prospects and current policyholders to generate interest in sales appointments.

3. Conduct needs based sales interviews in the agent's office supported by technology — (including Family Insurance Checkups).

4. Meet marketing goals set by the agent.

5. Provide prompt, accurate, friendly, cost-effective service and utilize it as a basis for establishing a marketing opportunity.

6. As directed by the agent, work with agent's computer system to update information in customer databases used by the agent.

7. Prepare forms, policies, and endorsements when required.

8. Perform other related duties as assigned by the agent.

9. Spanish or Hmong required. (Currently English, Hmong and Spanish are spoken in agency) AGENCY ENVIRONMENT

1. Enjoy what you do.

2. Communicating on a one to one.

3. Positive attitude.

4. Appreciate a learning environment.

5. Satisfaction in helping others.

6. Multi-task.

7. Multicultural/multilingual environment