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State Farm Agency Operations Specialist
2 months ago
Role Overview
This is a sales support role that focuses on indirect income generation through client needs assessment, appointment setting, and relationship building.
Key Responsibilities
- Resolve client billing problems and ensure timely payments.
- Complete incoming tasks and assign as necessary.
- Follow up on auto and fire underwriting needs.
- Achieve sales goals by answering phones, processing requests, and introducing clients to the agency.
- Establish trusting business relationships with clients.
Performance Metrics
- Set a minimum of 5 pivots per day, with an optimal goal of 10.
- Set one appointment per day for an appropriate salesperson.
Requirements
- Property & Casualty license (required)
- Life & Health license (required)
- Excellent communication skills - written, verbal and listening
- Self-motivated
- Ability to multi-task
- Ability to effectively relate to a customer
About the Agency
Jeff Kolp - State Farm Agency is an independent contractor agent, not affiliated with State Farm Insurance Companies. Employees must be able to complete applicable licensing requirements and training programs.