Financial Services Representative

2 months ago


Boca Raton, Florida, United States Mike Potter - State Farm Agent Full time
About the Role

We are seeking a highly organized and efficient specialist to join our team as a Financial Account Representative - State Farm Agent Team Member. As a key member of our agency, you will be responsible for providing exceptional customer service, building strong relationships with clients, and supporting insurance agents in gaining and keeping customers.

Key Responsibilities
  • Establish and maintain strong customer relationships through regular follow-ups and communication.
  • Provide prompt, accurate, and friendly customer service, 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 promote the development of our business.
  • Utilize exemplary communication skills to efficiently meet the needs of customers while promoting the growth of our business.
Requirements
  • Dedication to providing exceptional customer service.
  • Previous sales experience, preferably in outside sales, inside sales, retail sales, or telemarketing.
  • Able to obtain a Property and Casualty License.
  • Able to obtain a Life/Health License.
  • Able to achieve mutually agreed-upon marketing goals.
  • Interest in marketing products and services based on customer needs.
Benefits
  • Competitive salary plus commission/bonus structure.
  • Paid time off (vacation and personal/sick days).
  • Health benefits.
  • Profit sharing opportunities.
  • Growth potential and opportunities for advancement within the agency.


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