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Client Engagement Specialist

2 months ago


Houston, Texas, United States Cynthia Beecher - State Farm Agent Full time
Position Summary

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.
As a Team Member, you will benefit from...
  • Hourly compensation along with commission and bonuses
  • Paid time off, including vacation and personal/sick days
Qualifications
  • 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