Future Opening: Account Associate - State Farm Agent Team Member

Position Overview

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.
• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Work with the agent to establish and meet marketing goals.
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
• Maintain a strong work ethic with a total commitment to success each and every day.

Requirements

• Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
• Successful track record of meeting sales goals/quotas preferred
• Interest in marketing products and services based on customer needs
• Excellent communication skills - written, verbal and listening
• Enthusiasm for the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
• People-oriented
• Organizational skills
• Self-motivated
• Detail oriented
• Dedicated to customer service
• Pride in getting work done accurately and timely
• Able to work in a team environment
• Able to multi-task
• Able to make presentations to potential customers
• Able to effectively relate to a customer
• Knowledge of financial services products
• Knowledge of life products
• Knowledge of health products
• Knowledge of living benefits products
• Bilingual - Spanish preferred
• Property and Casualty license (must have currently)
• Life and Health license (must have currently)
• Associate's degree or higher preferred