Insurance Agency Assistant
1 month ago
As a key member of the Natalie Reid - State Farm Agent team, you will play a vital role in promoting the growth of our agency. This position involves assisting the agent in providing exceptional customer service to meet the insurance needs of our clients and contacting new prospects to set sales appointments for the agent.
While promoting our team, our insurance products/financial services, and the good we offer to our community, you will also gain unique insights invaluable to your career growth. As a creative and sales-minded professional, we are eager to incorporate your skillset into our agency.
Responsibilities:
- Work with the agent to manage the website and social media content.
- Develop and maintain a digital marketing system to promote the office.
- Identify and support local community events.
- Engage with customers over the phone and in person.
- Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
- Answer and screen all incoming calls to resolve or route customer inquiries regarding products and services to appropriate team members.
- Calculate premiums, applicable discounts and other payments for products and services.
- Process payments via cash, check, or card and address Billing inquiries and payment method options.
- Provide receipts for payments made, mail payments for processing, handle returned checks and online payment plans.
- Assist customers with confirming policies are accurate and getting accounts internet enabled.
- Make contact for all Non-Pays Reinstatements (Auto and Fire).
- Process Auto and Fire Rewrites.
- Update addresses on all applicable policies as requested.
- Assist and follow up with customers on DDS Setup (odometer readings) and other DSS service transactions.
- Attach and submit forms and other documents to underwriters as applicable.
Qualifications:
- Able to obtain Property and Casualty license
- Able to obtain and Life and Health license
- Sales experience preferred
- Marketing experience preferred
- Able to make presentations to potential customers
- Proficient in social media, website, and email content generation
- Self-motivated
- Detail-oriented
- People-oriented
- Creative in problem-solving and goal achievement
- Excellent in collaborative communication with team members and customers
- Able to work cooperatively in a team environment
Benefits:
- Salary plus commission/bonus
- Paid time off (vacation and personal/sick days)
- Health benefits
- Profit sharing
- Growth potential/Opportunity for advancement within my office
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