Insurance and Financial Services Position

3 weeks ago


Orange, United States Heather Montagne - State Farm Agent Full time
Position Overview

If you enjoy talking to people, are driven to achieve, have a passion for being the best in a fast paced work environment and some day aspire to run your own business but don’t feel ready to jump right in yet, this opportunity may be for you. The position is designed to give “on the job training” while working with a full time mentor in the agent’s office to build and cultivate customer relationships. You will be working to develop leads, solicit, consult and bind coverage to help customers manage their unique insurance and financial needs and while learning the logistics of managing a business and developing your skills and experience.

Responsibilities

  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
  • 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.
  • Maintain a strong work ethic with a total commitment to success each and every day.
  • Adaption of skills necessary to operate a business.
As an Agent Team Member, you will receive...

  • Salary plus commission/bonus
  • Paid time off (vacation and personal/sick days)
  • Growth potential/Opportunity for advancement in my agency

  • Learning to market property/casualty, life, health and bank products
  • Setting sales and growth goals



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