Financial Services Representative State Farm Agent Team Member
4 weeks ago
As a State Farm Agent Team Member, you will play a crucial role in helping customers manage the risks of everyday life, recover from the unexpected, and realize their dreams. You will be responsible for establishing customer relationships, providing prompt and accurate customer service, and working with the agent to establish and meet marketing goals.
Responsibilities- Establish customer relationships and follow up with customers as needed.
- Provide prompt, accurate, and friendly customer service, including responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
- Use a customer-focused, needs-based review process to educate customers about insurance options.
- Work with the agent to establish and meet marketing goals.
- Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
- Maintain a strong work ethic with a total commitment to success each and every day.
- Interest in marketing products and services based on customer needs.
- Excellent communication skills - written, verbal, and listening.
- Enthusiasm about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
- People-oriented.
- Organizational skills.
- Self-motivated.
- Detail-oriented.
- Dedicated to customer service.
- Ability to make presentations to potential customers.
- Ability to effectively relate to a customer.
- Property and Casualty license (must be able to obtain).
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm.
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