Financial Representative

1 week ago


Fontana, United States David Ceballos - State Farm Agent Full time

**Benefits**:

- 401(k) matching
- Bonus based on performance
- Flexible schedule
- Paid time off

**ROLE DESCRIPTION**:
As Financial Representative - State Farm Agent Team Member with David Ceballos - State Farm Agent, you equip our agency to continually achieve its goals. You empower our agency by implementing and supporting office policies and consistently ensuring the execution of advantageous customer experiences. By alongside other team members, you create smooth operations to actualize the opportunities offered to people by insurance products and financial services.

As an organized and detail-oriented professional, your skillset promotes the basis for people in our community to have something they need. David Ceballos - State Farm Agent is eager to bring aboard your collaborative presence.

**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.
- Ensure the office is well-maintained, and continuously equipped to successfully meet customer needs and to market relevant products.

**QUALIFICATIONS**:

- Excellent communication skills - written, verbal, and listening
Highly organized and detail-oriented
- Experience in customer service required
- Experience in managing customer service preferred
- Experience in sales preferred
- Proactive in problem-solving
- Able to work in and manage a team environment
- Able to coordinate and collaborate with others to achieve agency goals.
- Able to succeed in a fast-paced environment
- Able to obtain Property and Casualty License
- Able to obtain Life and Health License

**BENEFITS**:

- Paid time off (holidays and personal/sick days)
- Salary plus commission/bonus
- Health benefits
- Growth potential/opportunities for advancement within my agency

Flexible work from home options available.


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