- 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.
- 401K
- Salary plus commission/bonus
- Health benefits
- Paid time off (vacation and personal/sick days)
- Valuable experience
- Growth potential/Opportunity for advancement within my agency
- Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
- Successful track record of meeting sales goals/quotas preferred
- 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
- Proactive in problem solving
- Ability to make presentations to potential customers
- Achieve mutually agreed upon marketing goals
- Experience in marketing
- Ability to assess customer needs and conduct effective interviews
- Ability to effectively relate to a customer
- Knowledge of life products
- Property and Casualty license (must have currently)
- Life and Health license (must have currently)
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Description
Position OverviewSuccessful State Farm Agent is seeking a qualified professional to join their winning team for the role of Insurance Account Representative. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.
Responsibilities