Customer Relations Representative
4 weeks ago
As a Customer Relations Representative for David Vargas - State Farm Agent, you will play a crucial role in helping our business grow through value-based conversations and remarkable customer experiences. If you are a motivated self-starter who thrives in a fast-paced environment, this is your opportunity for a rewarding career with excellent income and growth potential.
Responsibilities:
- Establish customer relationships and follow up with customers, as needed.
- Provide prompt, accurate, and friendly customer service, including 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.
- Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
- Work with the agent to identify and support local community events in our market.
- Maintain a strong work ethic with a total commitment to success each and every day.
Requirements:
- Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.
- Successful track record of meeting sales goals/quotas preferred.
- Interest in marketing products and services based on customer needs.
- Excellent interpersonal skills.
- Excellent communication skills - written, verbal, and listening.
- Enthusiasm 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.
- People-oriented.
- Organizational skills.
- Self-motivated.
- Detail-oriented.
- Proactive in problem-solving.
- Dedicated to customer service.
- Able to learn computer functions.
- Experience in a variety of computer applications, particularly Windows.
- Pride in getting work done accurately and timely.
- 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 the agent.
- Experience in marketing.
- Ability to conduct interviews in the office and in customers' homes or businesses.
- Ability to assess customer needs and conduct effective interviews.
- Ability to effectively relate to customers.
- Ability to execute a detailed business plan.
- Experience in marketing financial products.
- Knowledge of financial services products.
- Knowledge of life products.
- Bilingual - Spanish preferred.
- Property and Casualty license (must have currently or be able to obtain prior to start date).
- Life and Health license (must be able to obtain).
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