Insurance Agent

4 weeks ago


Everett, Washington, United States Mike Ramirez - State Farm Agent Full time
Job Description

We are seeking a detail-oriented Insurance Agent to join our team at Mike Ramirez - State Farm Agent. The ideal candidate will be responsible for helping clients understand their insurance needs, providing expert advice on appropriate insurance products, and ensuring all transactions and documentation are accurate and compliant with industry regulations.

Key Responsibilities:
  • Client Consultation:
    • Conduct comprehensive needs assessments to understand clients' insurance requirements.
    • Provide detailed explanations of insurance policies, coverage options, and premiums.
  • Policy Management:
    • Assist clients in selecting and applying for suitable insurance policies.
    • Ensure all applications and forms are completed accurately and submitted in a timely manner.
  • Customer Service:
    • Respond promptly and accurately to client inquiries and concerns.
    • Maintain ongoing communication with clients to ensure their insurance needs are met and to provide updates on policy changes or renewals.
  • Sales and Marketing:
    • Develop and implement effective sales strategies to attract new clients.
    • Maintain a thorough knowledge of all insurance products and services offered by the company.
  • Claims Assistance:
    • Guide clients through the claims process, ensuring all necessary documentation is collected and submitted.
    • Follow up on claims to ensure timely and fair resolution.
  • Compliance and Documentation:
    • Maintain detailed and accurate records of all client interactions and transactions.
    • Ensure compliance with all industry regulations and company policies.
  • Continuous Improvement:
    • Stay updated on industry trends and new insurance products.
    • Participate in ongoing training and professional development opportunities.
Qualifications:
  • Proven experience as an insurance agent or relevant role.
  • Strong analytical skills and high attention to detail.
  • Excellent communication and interpersonal skills.
  • Ability to manage multiple tasks efficiently and accurately.
  • Proficiency in insurance software and Microsoft Office Suite.
  • Valid insurance license as required by state regulations.
Key Competencies:
  • Detail-Oriented: Ability to manage and process information with a high degree of accuracy.
  • Problem-Solving: Effective at identifying issues and determining solutions.
  • Integrity: Demonstrate ethical behavior and maintain client confidentiality.
  • Customer-Focused: Commitment to providing exceptional service and building long-term client relationships.
  • Time Management: Ability to prioritize tasks and manage time effectively.
Work Environment:
  • Office setting with occasional travel to meet clients.
  • Full-time position with potential for flexible hours.
Compensation:
  • Competitive salary with commission and bonus opportunities.
  • Benefits package including health insurance, retirement plan, and paid time off.

If you are a detail-oriented professional with a passion for helping clients secure their financial future, we encourage you to apply for this rewarding opportunity.


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