Customer Engagement Specialist

16 hours ago


Austin, Texas, United States Ted H Heaton III - State Farm Agent Full time
Role Overview

We are seeking a skilled Customer Engagement Specialist to join our team at Ted H Heaton III - State Farm Agent.

Job Responsibilities:
  • Develop Customer Relationships
  • Utilize a customer-focused review process to educate customers about insurance options and identify needs-based solutions
  • Identify opportunities for growth, develop leads, schedule appointments, and market appropriate products and services
  • Collaborate with existing and new customers through targeted conversations to address gaps in coverage and meet their evolving needs
  • Maintain personal lead sources, participate in marketing events, and foster customer referrals to drive business growth
  • Monitor personal and team performance metrics to achieve set goals
Benefits Package:
  • A competitive salary plus commission/bonus structure
  • Comprehensive health benefits, including medical, dental, and vision coverage
  • Paid time off (vacation and personal/sick days) to maintain work-life balance
  • Flexible scheduling arrangements to accommodate diverse needs
  • Opportunities for professional development and career advancement within the agency
Requirements:
  • Demonstrated interest in understanding customer needs and preferences
  • Excellent written, verbal, and listening communication skills
  • Pleasant and people-oriented demeanor
  • Attention to detail and proactive problem-solving abilities
  • Proficiency in Microsoft applications
  • Salesforce experience is a valued asset
  • Able to thrive in a dynamic team environment
  • Ability to obtain Property and Casualty licenses
  • Capacity to obtain Life and Health licenses

Salary Estimate: $60,000 - $80,000 per annum, depending on qualifications and location.



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