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Insurance and Financial Services Specialist

2 months ago

Brownsburg, Indiana, United States Dash Dericks - State Farm Agent Full time
{"title": "Insurance and Financial Services Position", "content": "Role Overview

We are seeking a highly organized and efficient specialist to join our team as an Insurance and Financial Services Position. As a key member of our agency, you will be responsible for establishing customer relationships, providing prompt and accurate customer service, and using a customer-focused approach to educate customers about insurance options.

Responsibilities
  • Establish customer relationships and follow up with customers as needed.
  • 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.
  • Use exemplary communication to efficiently meet the needs of customers while promoting the development of our business.
Qualifications
  • Dedicated to customer service.
  • Sales experience preferred, including outside sales, inside sales, retail sales, or telemarketing.
  • Able to obtain Property and Casualty License.
  • Able to obtain Life/Health License.
  • Able to achieve mutually agreed upon marketing goals.
  • Interested in marketing products and services based on customer needs.
Benefits
  • Salary plus commission/bonus.
  • Paid time off (vacation and personal/sick days).
  • Health benefits.
  • Profit sharing.
  • Growth potential and opportunity for advancement within our office.
", "lang_code": "en-US"}