Financial Services Assistant

2 days ago

Chandler, OK, United States Austin Cory - State Farm Agent Full time

Responsive recruiter

ROLE DESCRIPTION:Austin Cory - State Farm Agent is seeking an organized and efficient specialist to fulfill administrative duties and support insurance agents in gaining and keeping customers. As Financial Services Assistant - State Farm Agent Team Member with our agency, your attention to detail, dedication to client relations, and sales-mindedness equip you for this versatile position. Your contributions as a motivated professional who thrives in a fast-paced environment pave an entryway for growing your career and expanding your income.

We look forward to incorporating your energy and marketing perspective into our team as we build success together.

RESPONSIBILITIES:

  • Establish customer relationships and follow up with customers, as needed.
  • Provide prompt, accurate, and friendly customer service. Service can include 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 (outside sales or inside sales representative, retail sales associate, or telemarketing) 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
BENEFITS:
  • Salary plus commission/bonus
  • Paid time off (vacation and personal/sick days)
  • Health benefits
  • Profit sharing
  • Growth potential/Opportunity for advancement within my office
My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Chandler, OK and help customers with their insurance and financial services needs, including:
  • Auto insurance
  • Home insurance
  • Life insurance
  • Retirement planning


State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

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