FINANCIAL ACCOUNT REPRESENTATIVE – STATE FARM AGENT TEAM MEMBER

About the role

Chad Carlisle Insurance Inc is seeking an energetic and assertive entry-level Products & Financial Account Representative who can recognize opportunities and strategically turn leads into long-lasting customer relationships. As a team member with our agency, your attention to detail, dedication to client relations, and sales-mindedness equip you for this versatile position. Your contributions as a motivated professional who thrives in a fast-paced environment pave an entryway for growing your career and expanding your income.

Responsibilities

• Establish customer relationships and follow up with customers, as needed.
• Maintain high activity throughout the day.
• Effective time management.
• 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 to efficiently meet the needs of customers while promoting the development of our business.
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

Requirements

• Able to achieve mutually agreed-upon sales goals.
• Dedicated to customer service.
• Sales experience (outside sales, inside sales representative, or telemarketing) preferred.
• Able to obtain Property and Casualty License.
• Able to obtain a Life/Health License.
• Interested in marketing products and services based on customer needs.

Benefits

• 401(k) with matching.
• Paid time off (vacation and personal/sick days).
• Competitive salary plus commission/bonus based on performance.
• Opportunity for advancement.
• Training & development.

Pay

$45,000.00 - $80,000.00 per year (hourly pay plus commission/bonus).