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Insurance and Financial Services Representative

2 months ago

Indianapolis, Indiana, United States Simo Najib - State Farm Agent Full time
Job Description

Position Overview

Simo Najib - State Farm Agent is seeking a qualified professional to join their winning team for the role of Insurance and Financial Services Position. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience.

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.
  • Work with the agent to establish and meet marketing goals.
  • Work with the agent to develop and maintain a digital marketing system to promote the office.
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
  • Work with the agent to help manage the website and social media content.
  • Maintain a strong work ethic with a total commitment to success each and every day.

Benefits

  • Hourly pay plus commission/bonus
  • Health benefits
  • Profit sharing
  • Paid time off (vacation and personal/sick days)
  • Flexible hours
  • Valuable experience
  • Growth potential/Opportunity for advancement within my agency

Requirements

  • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
  • Interest in marketing products and services based on customer needs
  • 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
  • Organizational skills
  • Self-motivated
  • Detail oriented
  • Ability to work in a team environment
  • Ability to multi-task
  • Ability to make presentations to potential customers
  • Achieve mutually agreed upon marketing goals
  • Provide timely and thorough activity reports to agent
  • Experience in marketing
  • Bilingual - Spanish preferred
  • Property and Casualty license (must have currently)
  • Life and Health license (must be able to obtain)