Insurance and Financial Services - State Farm Agent Team

Job Description

ROLE DESCRIPTION:

As Insurance and Financial Services Position - State Farm Agent Team Member for Natalie Reid - State Farm Agent, you are vital to our daily business operations and customers success. This is a consultative sales position requiring a driven, successful professional who is able to uncover client needs and prescribe solutions. There is a sales quota with minimum expectations for production. The position requires taking care of existing client needs as well as prospecting for new clients, with administrative support and ongoing leads. This is a fun and creative position for someone who thrives in a competitive sales environment and enjoys helping people solve problems. 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:

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.

Promote successful and long-lasting customer relations.

Internal and external marketing. cold-calling and prospecting in order to increase client base.

Schedule and run client appointments and insurance reviews and follow-up on pending proposals with existing and new clients.

Focus on daily activities to obtain new business acquisition.

Actively listen and pivot to multi-line insurance products, offering insurance solutions that are in alignment with client goals.

Provide prompt, accurate & friendly customer service.QUALIFICATIONS:

Property and Casualty, Life and Health licenses required. Must start with a Property & Casualty license and obtain Life & Health license within 60 days of hire (will receive $250 bonus).

Experience in sales (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred

Experience in managing client relationships preferred

Excellent communication skills - written, verbal, and listening

Dedicated to customer service in a dynamic, fast-paced environment

Highly driven to produce new sales

Interest in marketing products and services based on customer needs

Willing to take risks and try new approaches to the sales process

Able to anticipate customer needs

Able to effectively relate to a customer

Able to work independently while supporting team goals

Able to work flexible hours to fit clients' needs

Goal-oriented and driven to achieve goals and create solutions as a trusted insurance advisor by hitting targets and benchmarks

Willing to work in a dynamic, fast-paced environment

Eager to learn and educate clients about products that will fit their needs

Driven to exceed production goals and work flexible hours to fit client schedules.

Be able to work in Microsoft products and type a minimum of 40 wph.BENEFITS:

Paid time off (holidays and personal/sick days)

Salary plus commission/bonus (customized bonus program)

Health benefits (customizable benefit package)

Growth potential/opportunities for advancement within my agency