Insurance Sales Associate
11 hours ago
Job Title: Insurance Account Representative
Company Overview:
We are Jane Nicholson - State Farm Agent, a leading insurance agency dedicated to providing top-notch service to our customers. Our team is passionate about helping individuals and families manage risk and achieve their financial goals.
About the Role:
We are seeking a highly motivated and customer-focused individual to join our team as an Insurance Account Representative. As a key member of our team, you will be responsible for providing exceptional customer service, building relationships with clients, and promoting State Farm products.
Responsibilities:
- 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 and develop personalized plans to meet their unique needs.
- Work with the agent to develop and maintain a digital marketing system to promote the office and attract new customers.
- Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Requirements:
- Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing)
- Successful track record of meeting sales goals
- Excellent communication skills - written, verbal, and listening skills
- 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
- Self-motivated
- Detail-oriented
- Dedicated to customer service
- Ability to multi-task
- Ability to make presentations to potential customers
- 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)
Estimated Salary: $40,000 - $60,000 per year, depending on experience
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