Insurance Sales & Customer Service Representative

Job Description

Job Description

Benefits/Perks:

• Competitive Pay 
• Monthly bonus paid on performance
• Professional Development
• Paid Time off
• Job Stability in a growing industry
• Pre licensing reimbursement 

Job Description

Successful State Farm Agent is seeking a qualified professional to join winning team for the role of Insurance Sales & Customer Service Representative - State Farm Agent Team Member. 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: 

• Identify, qualify, and develop personal insurance opportunities with new and existing clients in person, online, by phone, and through written communication. 
• Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support. Anticipate, respond to, and follow up on all existing client needs.
• Actively prospect and solicit increases in existing client coverage as well as network for new clients, including win backs. 
• 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.
• Obtain best coverage/rate for insured, process quotes, and bind insurance coverage; follow up as necessary with inspection, photos, and other documentation. Present policies to insured and educate them on coverages and rates.
• Foster and maintain excellent relationships with customers and prospects through regular follow-up, timely quotations, and general account support.
• Support and prepare clients for renewal and retention, and maintain strong client relationships.
• Anticipate, respond to, and follow up on all existing client needs.
• Monitor, review, and report on key metrics to ensure sales targets are achieved and execute sales activity documentation in a timely, accurate, and professional manner.
• Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
• Maintain CE and participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.
• 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.

  Qualifications:

• 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
• Successful track record of meeting sales goals/quotas preferred
• Achieve mutually agreed upon marketing goals
• Ability to work in a team environment, Self-motivated, 
• Possess a valid driver’s license and a source of reliable transportation. 
• Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain an existing client base.
• Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.
• Ability to multi-task, heavy phones 
• Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making, and superior written and verbal communication skills.
• Have excellent time management skills, thrive in a team environment, and Technology and Computer proficiency including agency management systems.
• Bilingual - Spanish preferred
• Property and Casualty license (must be able to obtain)
• Life and Health license (must be able to obtain)