Financial Services Representative

2 months ago


Willowbrook Acres, Illinois, United States Tunisia Hopkins - State Farm Agent Full time
Job Overview

We are seeking a highly motivated and customer-focused Financial Services Representative to join our team at Tunisia Hopkins - State Farm Agent. As a key member of our agency, you will play a vital role in delivering exceptional client experiences and driving business growth.

Key Responsibilities
  • Customer Relationship Building
    • Establish and maintain strong relationships with clients to understand their insurance needs and provide personalized solutions.
    • Follow up with customers to ensure their needs are met and provide ongoing support.
  • Insurance Solutions
    • Provide prompt, accurate, and friendly customer service to respond to inquiries and resolve issues related to insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
    • Use a customer-focused, needs-based review process to educate clients about insurance options and promote the development of our business.
  • Communication and Collaboration
    • Utilize excellent communication skills to efficiently meet the needs of clients while promoting the growth of our business.
    • Collaborate with other agency team members to ensure seamless service delivery and achieve business objectives.
Requirements
  • Customer Service Focus
    • Dedicated to providing exceptional customer service and ensuring client satisfaction.
  • Communication and Problem-Solving Skills
    • Excellent communication skills to effectively relate to clients, answer their questions, and anticipate their needs.
    • Proactive in problem-solving to resolve client issues and provide solutions.
  • Business Acumen
    • Understanding of insurance products and services.
    • Able to analyze client needs and provide tailored solutions.
Benefits
  • Competitive Compensation
    • Hourly pay plus commission/bonus structure.
  • Opportunities for Growth
    • Opportunities for advancement within the agency.
  • Employee Benefits
    • Paid time off (vacation and personal/sick days).
    • Health benefits.


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