Insurance Specialist
4 weeks ago
Role Summary: We are seeking a highly motivated and organized Insurance Specialist to join our team at Kari Hargrave - State Farm Agent. As an Insurance Specialist, 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.
Key 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.
Requirements:
- Dedicated to customer service.
- Sales experience preferred.
- Able to obtain Property and Casualty License.
- Able to obtain a Life/Health License.
- Able to achieve mutually agreed upon marketing goals.
- Interested in marketing products and services based on customer needs.
About Our Agency:
- We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, Health Insurance, and Renters Insurance.
- Our office is located in Royse City.
- Additional languages spoken: Spanish.
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