Insurance Agent Support Specialist
2 weeks ago
POSITION SUMMARY:
Amanda Agnew - State Farm Agent is in search of a detail-oriented and proactive individual to assist with administrative tasks and provide support to insurance professionals in acquiring and retaining clients. As an Insurance Agent Support Specialist within our team, your meticulous nature, commitment to customer service, and sales-oriented mindset will prepare you for this dynamic role. Your contributions as a driven professional who excels in a fast-paced setting will open doors for career advancement and increased earning potential.
KEY RESPONSIBILITIES:
- Oversee the tracking system, ensuring precise documentation of activities, timesheets, paid time off, and policy issuance.
- Assess new client profiles for thoroughness and accuracy.
- Create monthly reports for the agent and assist in planning social media initiatives.
- Process changes and follow-ups on behalf of the agent.
- Conduct PFA (Profitable Financial Analysis) reconciliations.
- Promptly monitor and respond to returned communications.
- Initiate outbound calls to arrange appointments.
- Utilize exceptional communication skills to effectively address customer needs while fostering business growth.
REQUIREMENTS:
- Strong commitment to customer satisfaction
- Outstanding communication abilities
- Capability to obtain Property/Casualty License
- Capability to obtain Life/Health License
- Aim to meet agreed-upon marketing objectives
- Interest in promoting products and services tailored to customer requirements
OFFERINGS:
- 401k plan
- Hourly compensation plus commission/bonus structure
- Paid time off (including vacation and personal/sick days)
- Flexible working hours
- Opportunities for professional growth and advancement within the agency
- Licensing fees covered by the agency
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