Client Services & Insurance Advisor — Front Desk

Vincent Boone - State Farm Agent; Raleigh (NC); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

An insurance agency in Raleigh, North Carolina, is seeking motivated individuals to manage customer relationships and educate clients on insurance products. Ideal candidates will possess excellent communication and problem-solving skills while being detail-oriented and team-focused. The agency offers a competitive salary along with benefits including 401(k) matching, health insurance, and opportunities for advancement. Join a culture of excellence and become part of a winning team.

Qualifications

• Interest in marketing products and services based on customer needs.
• Excellent communication skills - written, verbal and listening.
• People-oriented and able to work in a team environment.

Responsibilities

• Establish customer relationships and follow up with customers.
• Use a customer-focused review process to educate customers about insurance options.
• Develop leads, schedule appointments, and identify customer needs.

Skills

Excellent communication skills

Detail oriented

Proactive in problem solving

Interest in marketing products

People-oriented

Able to learn computer functions

Ability to work in a team environment

Job description

Benefits:

• 401(k) matching
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

ABOUT OUR AGENCY:
With 25 years in business, our award-winning agency is built on a legacy of excellence and community commitment. We currently have a team of six and are growing toward a goal of 9 to 10 dedicated professionals.


We offer a 401k with matching, and provide assistance with other benefits to support our team's well-being. Our office is proud to give back by teaching first-time home buying seminars in partnership with organizations like DHIC and Habitat for Humanity.


Our culture is driven by high performance—we enjoy winning, and we consistently compete among the top regional agencies. If you're motivated by excellence and want to be part of a team that plays to win, we’d love to hear from you.

RESPONSIBILITIES:

• Establish customer relationships and follow up with customers, as needed.
• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

REQUIREMENTS:

• Interest in marketing products and services based on customer needs
• Excellent communication skills - written, verbal and listening
• People-oriented
• Detail oriented
• Proactive in problem solving
• Able to learn computer functions
• Ability to work in a team environment