Insurance and Financial Services Professional

4 weeks ago


Gainesville, Georgia, United States Deidre Fresquez - State Farm Agent Full time
Job Description

As a State Farm Agent Team Member, you will play a crucial role in helping our business grow through value-based conversations and remarkable customer experiences. Your primary responsibility will be to establish customer relationships and follow up with customers as needed, providing prompt, accurate, and friendly customer service. This includes responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.

Key Responsibilities
  • 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.
Requirements
  • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.
  • Successful track record of meeting sales goals/quotas preferred.
  • Interest in marketing products and services based on customer needs.
  • Excellent communication skills - written, verbal and listening.
  • Enthusiastic 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.
  • Organizational skills.
  • Self-motivated.
  • Proactive in problem solving.
  • Pride in getting work done accurately and timely.
  • Ability to multi-task.
  • Achieve mutually agreed upon marketing goals.
  • Provide timely and thorough activity reports to agent.
  • Ability to assess customer needs and conduct effective interviews.
  • Property and Casualty license (must be able to obtain).
  • Life and Health license (must be able to obtain).
  • Courses on ethical and customer centered sales practices will be required.
  • Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education.
  • Position may require irregular working hours.


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