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Customer Service Representative

2 months ago

Sacramento, California, United States Max Lam - State Farm Agent Full time
Job Overview

As a Sales and Service Associate with Max Lam - State Farm Agent, you will play a vital role in assisting our agent in selling and marketing State Farm products and services. Your primary objective will be to provide exceptional service to our customers, ensuring their needs are met and exceeded.

Key Responsibilities
  • Implement the agency's marketing and sales plan, including direct mail campaigns, as directed by the agent.
  • Work from the agent's office to contact prospects and current policyholders to generate interest in sales appointments.
  • Conduct needs-based sales interviews in the agent's office, supported by technology, including insurance and financial reviews.
  • Meet marketing goals set by the agent.
  • Provide prompt, accurate, friendly, and cost-effective service, utilizing it as a basis for establishing a marketing opportunity.
  • As directed by the agent, work with the agent's computer system to update information in customer databases used by the agent.
Requirements
  • Experience in outside sales, retail sales, or marketing is desirable.
  • Experience with computer software is desirable.
  • Knowledge of personal lines insurance products is desirable.
Skills and Abilities
  • Ability to learn and apply product, industry, and market knowledge to make professional recommendations to prospects and policyholders.
  • Ability to influence others.
  • Ability to create professional business relationships with prospects and policyholders.
  • Strong listening, oral, and written communication skills.
  • Ability to take initiative and act effectively in various circumstances without direction.
  • Self-confidence, perseverance, and a strong work ethic.
  • Goal-oriented, highly motivated, and resourceful to achieve results.
  • Proven track record of trustworthiness, dependability, and ethical behavior.
  • Proven problem-solving ability, applying and balancing conceptual and analytical thinking.
  • Ability to organize and act on several activities concurrently.
Training and Licensing

Successfully complete all company, state, and federal requirements (licenses) to sell and service designated State Farm products and continue to be licensed in good standing is required.