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Financial Services Assistant

3 months ago

Chicago, United States Jim Tom - State Farm Agent Full time

**Benefits you’ll receive**:

- Base comp plus monthly Bonus Incentive
- Employer 100% Funded Profit Sharing Plan
- Paid time off - PTO
- Training & development
- Professional office work environment
- Growth potential/opportunities for advancement within my agency
- M-F 9-5 (no evenings or weekends)
- Reimbursement of insurance licensing fees after 3 mths

**Responsibilities include but not limited to**:

- Establish insurance customer relationships and follow up with insurance customers, as needed.
- Provide prompt, accurate, and friendly insurance customer service. Service can include responding to inquiries regarding insurance availability, eligibility, insurance coverages, insurance policy changes, transfers, insurance claim submissions, and insurance billing clarification.
- Use a customer-focused, needs-based review process to educate customers about insurance options.
- Continuous network to develop prospective insurance customers to write new business based on needs
- Hit or exceed established goals

**Requirements**:

- Positive attitude and Coachable
- Attention to Detail - Strong Time Management
- People Oriented with ability to Build Rapport
- Reliable - Responsible
- Proactive in problem solving
- Pride in getting work done accurately and timely - Strong Follow Up
- Ability to work in a team environment
- Productive
- **Insurance Licenses required or able to obtain asap**:

- Insurance experience preferred
- Bilingual Spanish preferred

This position is with a State Farm Agency, not State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm.