Insurance and Financial Services Specialist

7 days ago


Neenah, Wisconsin, United States Dave Mader - State Farm Agent Full time
About the Role

We are seeking an experienced insurance professional to join our team as a Client Experience Representative. This role requires strong communication and interpersonal skills, with the ability to work effectively in a fast-paced environment.

About the Agency: Our agency, Dave Mader - State Farm Agent, has a long history of providing exceptional service to our clients. We offer a comprehensive range of insurance and financial services, including auto, home, and life insurance, as well as retirement planning and investment advice.

Responsibilities:

  • Provide exceptional customer service, ensuring that all client needs are met promptly and accurately.
  • Work closely with the agency team to develop and implement marketing strategies, identifying new business opportunities and building strong relationships with existing clients.
  • Prepare and present insurance quotes, policies, and endorsements to clients, explaining complex concepts in a clear and concise manner.
  • Develop and maintain knowledge of State Farm products and services, staying up-to-date on industry trends and regulatory changes.
  • Meet and exceed sales targets, working collaboratively with the agency team to achieve business objectives.

Requirements:

  • 3+ years of experience in retail sales, marketing, or customer service.
  • Excellent communication and interpersonal skills.
  • Proficient keyboard typing skills and experience with Microsoft Office and other popular computer software.
  • A proven track record of meeting and exceeding sales targets.

Compensation:

  • Solid base salary: $55,000/year.
  • Uncapped Commission: Up to $25,000/year.
  • Bonus Opportunities: Up to $15,000/year.
  • Paid time off (holidays and personal/sick days).
  • Long Term Disability Coverage.
  • Life Insurance.
  • 401(k) Plan.
  • Shared company vehicle.
  • Growth potential/opportunities for advancement within our company.


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