Insurance and Financial Services Agent

Posted 4hrs ago

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Job Description

Insurance Agent Team Member for State Farm agency providing customer service and insurance management. Establishing relationships and providing information about coverage and policies.

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.
  • Maintain a strong work ethic with a total commitment to success each and every day.

Requirements:

  • Property and Casualty license (must have currently)
  • Life and Health license (must have currently)
  • 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
  • Dedicated to customer service
  • Ability to work in a team environment
  • Ability to multi-task
  • Ability to make presentations to potential customers
  • Provide timely and thorough activity reports to agent
  • Ability to effectively relate to a customer

Benefits:

  • 401(k)
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development