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Office Administration Coordinator

2 months ago

Charlotte, North Carolina, United States Megan Koterba - State Farm Agent Full time
Job Overview

Benefits:

  • 401(k) matching
  • Performance-based bonuses
  • Company gatherings
  • Flexible working hours
  • Career advancement opportunities
  • Paid time off
  • Parental leave
  • Signing bonuses
  • Training and development programs
  • Tuition reimbursement

ROLE SUMMARY:
We are looking for a driven and enthusiastic individual to take on the role of Office Administration Coordinator. This position involves generating leads, fostering relationships with both potential and existing clients, ensuring client retention, and successfully closing sales to meet monthly targets. If you possess a positive attitude, exceptional communication skills, and thrive in a dynamic environment, we encourage you to consider this opportunity.


KEY RESPONSIBILITIES:

  • Customer Engagement: Act as the primary contact for current clients.
  • Build and maintain customer relationships, providing follow-up as necessary.
  • Deliver prompt, accurate, and friendly service, addressing inquiries about insurance options, eligibility, coverage details, policy modifications, claims, and billing.
  • Provide outstanding customer service by actively listening, identifying needs, and delivering timely and professional responses to foster long-term relationships and encourage repeat business through cross-selling.
  • Sales Initiatives: Identify leads, cultivate relationships, and follow up with prospective clients.
  • Employ a customer-focused, needs-based sales strategy.
  • Utilize effective communication to meet customer needs while supporting business growth.
  • Track and manage daily, weekly, and monthly performance goals.
  • Leadership: Stay informed about industry trends, competitive landscape, and product offerings.
  • Contribute positively to the team environment by providing support and encouragement.
  • Be a reliable team member.
  • Collaborate with other departments and corporate partners.

QUALIFICATIONS:

  • Commitment to customer service excellence.
  • Preferred experience in sales (inside or outside sales, retail, or telemarketing).
  • Insurance experience is a plus, but not mandatory. Successful candidates have backgrounds in Retail, Cell Phone or Car Sales, Leasing, Hospitality, and Convenience Stores.
  • Ability to obtain Property and Casualty License.
  • Ability to obtain a Life/Health License.
  • Willingness to achieve mutually agreed marketing objectives.
  • Interest in marketing products and services tailored to customer needs.
  • Strong communication skills - written, verbal, and listening.
  • Excellent time management and organizational abilities, with the capacity to prioritize tasks and meet deadlines.

COMPENSATION AND BENEFITS:

  • Base salary plus commission/bonus structure.
  • Competitive base salary with potential for uncapped commission and bonuses.
  • Licensing reimbursement and support for new entrants to the insurance field.
  • Paid time off for vacation and personal/sick days.
  • Supportive, family-oriented team environment focused on personal growth and success.
  • Remote work flexibility after training.
  • Opportunities for career advancement within the organization.
  • 401(k) plan eligibility after one year of employment.