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Insurance Account Specialist

4 weeks ago

Palmdale, California, United States Ricardo Cabrera - State Farm Agent Full time
Job Overview

As a State Farm team member for the Ricardo Cabrera Insurance Agency, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance.

Key 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.
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Benefits
  • Hourly pay plus monthly bonuses
  • An Annual Bonus
  • Health benefits (Full Time Team Members Only)
  • Paid time off (earned vacation starting at 80 hours annually for full time employees, holiday pay, personal/sick days and additional bonused days off)
  • Flexible hours
  • Simple IRA
  • Yearly Paid Leisure Trip (3 to 7 days depending on total Life Insurance Sales)
  • Valuable experience
  • Growth potential/Opportunity for advancement within my agency
Requirements
  • Experience at a State Farm Agency/Office
  • Experience using NECHO, ECRM (Sales Force) and Outlook
  • Sales experience with Property, Casualty and Life Insurance Products
  • Successful track record of meeting sales goals/quotas required
  • 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
  • People-oriented
  • Self-motivated
  • Detail oriented
  • Pride in getting work done accurately and timely
  • Ability to work in a team environment
  • Bilingual - Spanish preferred
  • Property and Casualty license (must have currently)
  • Life and Health license (must have currently)