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Client Relations Insurance Associate
2 months ago
We are seeking a motivated and personable individual to join our team as an Insurance Account Management Representative. This role involves engaging with both existing and prospective clients to assess their insurance requirements, provide tailored quotes, and ultimately secure their business.
Key Benefits:- Engaging company events
- Attractive salary package
- Comprehensive health coverage
- Career advancement opportunities
- Paid time off
- Ongoing training and development
- Performance-based bonuses
Kristen Eaton - State Farm Agent is a well-established insurance agency focused on growth and client satisfaction. We are looking for individuals who are not only fluent in both Spanish and English but also possess a passion for helping others and achieving personal goals.
Ideal Candidate Profile:The successful candidate will:
- Be driven to achieve and exceed goals.
- Exhibit strong organizational skills and efficiency.
- Enjoy a competitive environment and strive for recognition.
- Have a genuine desire to assist individuals and businesses in safeguarding against unforeseen risks.
- Follow a structured process to ensure clients receive the appropriate products and services.
- Thrive in a fast-paced work setting.
- Proven ability to build rapport with clients through various communication channels.
- A minimum of 3 years of experience in detailed customer service and record management.
- Exceptional multitasking abilities, including simultaneous conversation and documentation.
- A curious mindset with a focus on understanding client needs to recommend suitable products.
- Proficiency in Microsoft Word, Excel, and Outlook.
- Willingness to obtain necessary insurance licenses (Property & Casualty and Life & Health).
- Meet with clients to present our insurance offerings.
- Effectively close sales on recommended products and services.
- Document all client interactions and ensure necessary follow-up actions are taken.
- Drive new business to the agency through proactive outreach.
- Schedule and confirm client appointments.
- Process payments and identify additional opportunities to serve clients.
- Engage with a diverse clientele daily.
This position offers the chance to work in a high-achieving agency alongside other dedicated professionals. Enjoy a competitive base salary complemented by commission, allowing your efforts to directly influence your earnings.
Additional Benefits:- Health insurance
- Paid time off and holidays
- Comprehensive training and continuous mentorship
