Insurance Account Executive

1 week ago

Arlington, Virginia, United States Michael Garcia Insurance Agency LLC Full time
Job Overview

Greetings We are excited to introduce an opportunity for an experienced professional to join the Michael Garcia Insurance Agency LLC. Our team is dedicated to providing exceptional service to our clients while fostering a supportive and enjoyable work environment.


Position Summary

The role involves working closely with Michael Garcia, an independent contractor agent for State Farm, to promote and market various insurance products and services. Your primary responsibility will be to ensure high-quality service delivery to our valued clients.


Qualifications

Prior experience in marketing and customer service is preferred. Familiarity with common software applications, particularly Excel and Word, is essential. A solid understanding of personal lines insurance products is advantageous.


Skills Required

  • Ability to acquire and apply knowledge of products, industry standards, and market trends to make informed recommendations.
  • Strong interpersonal skills to build and maintain professional relationships with clients.
  • Excellent communication skills, both verbal and written.
  • Proactive and capable of working independently in various situations.
  • Demonstrated perseverance and a positive attitude towards achieving goals.
  • Resourceful and motivated to deliver results.
  • Proven integrity and reliability in professional conduct.
  • Effective problem-solving skills, with the ability to analyze complex issues and determine optimal solutions.
  • Strong organizational skills to manage multiple tasks simultaneously.


Training Requirements

Completion of all necessary company, state, and federal licensing requirements to market and service designated State Farm products is mandatory. Ongoing compliance with licensing standards is also required.


Key Responsibilities

  • Execute the agency's marketing strategy and oversee direct mail initiatives as directed by the agent.
  • Engage with prospects and existing policyholders to schedule insurance financial review appointments.
  • Conduct needs-based assessments in a professional setting, utilizing technology to support the process.
  • Achieve marketing objectives established by the agent.
  • Deliver prompt, accurate, and friendly service, leveraging these interactions to identify marketing opportunities.
  • Update customer information in the agency's database as instructed by the agent.
  • Perform additional tasks as assigned by the agent.

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