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Client Engagement Specialist
2 months ago
Cynthia Beecher - State Farm Agent is on the lookout for a dedicated professional to become part of our dynamic team in the role of Client Engagement Specialist. We are searching for a proactive individual who is passionate about fostering growth through meaningful interactions and exceptional customer service. If you are a driven self-starter who excels in a vibrant work environment, this position offers a fulfilling career path with significant earning potential and opportunities for advancement.
Key Responsibilities- Build and nurture customer relationships, ensuring timely follow-ups as necessary.
- Deliver prompt, precise, and courteous customer support. This includes addressing inquiries related to insurance options, eligibility, coverage details, policy modifications, claims processing, and billing inquiries.
- Implement a customer-centric, needs-based assessment approach to inform clients about various insurance solutions.
- Collaborate with the agent to set and achieve marketing objectives.
- Generate leads, arrange meetings, assess customer requirements, and promote suitable products and services.
- Exhibit a strong work ethic with unwavering dedication to achieving success on a daily basis.
- Hourly compensation along with commission and bonuses
- Paid time off, including vacation and personal/sick days
- Preferred experience in sales (including outside sales, inside sales representative, retail sales associate, or telemarketing)
- Demonstrated success in meeting sales targets and quotas is preferred
- Genuine interest in marketing products and services tailored to customer needs
- Strong interpersonal skills
- Exceptional communication abilities - written, verbal, and listening
- Enthusiastic about the role that insurance and financial products play in helping individuals manage everyday risks, recover from unforeseen events, and achieve their aspirations
- Self-motivated and goal-oriented
- Ability to thrive in a collaborative team setting
- Capability to handle multiple tasks efficiently
- Proficient in delivering presentations to prospective clients
- Aptitude for effectively connecting with customers
- Bilingual proficiency in Spanish is preferred
- Must be able to obtain Property and Casualty license
- Must be able to obtain Life and Health license
- Selected candidates are expected to stay updated on product changes, licensing requirements, technical advancements, and ongoing education