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Financial Account Representative State Farm Agent Team Member
2 months ago
As a Financial Account Representative with Mike Potter - State Farm Agent, you will play a vital role in supporting insurance agents in acquiring and retaining customers. This position requires a detail-oriented and customer-focused individual who can provide exceptional service and sales support.
Key Responsibilities- Customer Relationship Management
- Establish and maintain strong relationships with customers to understand their insurance needs and preferences.
- Follow up with customers to ensure their needs are met and provide timely responses to inquiries.
- Customer Service
- Provide prompt, accurate, and friendly customer service, including responding to inquiries about insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
- Insurance Education and Sales
- Use a customer-focused, needs-based review process to educate customers about insurance options and promote the development of our business.
- Customer Service Skills
- Dedicated to providing exceptional customer service.
- Insurance Industry Knowledge
- Able to obtain Property and Casualty License.
- Able to obtain a Life/Health License.
- Marketing and Sales
- Able to achieve mutually agreed-upon marketing goals.
- Interested in marketing products and services based on customer needs.
- Compensation
- Salary plus commission/bonus.
- Benefits and Perks
- Paid time off (vacation and personal/sick days).
- Health benefits.
- Profit sharing.