Insurance and Financial Services Position - State Farm Agent Team Member

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

• Interest in marketing products and services based on customer needs.
• Excellent interpersonal skills.
• Excellent communication skills - written, verbal and listening.
• Enthusiastic about 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.
• Able to work in a team environment.
• Able to multi-task.
• Able to make presentations to potential customers.
• Achieve mutually agreed upon marketing goals.
• Able to assess customer needs and conduct effective interviews.
• Able to effectively relate to a customer.
• Able to execute a detailed business plan.

Qualifications

• Property and Casualty license (must be able to obtain).
• Life and Health license (must be able to obtain).

Schedule

Position may require irregular working hours.

Pay

N/A

Benefits

N/A