Customer-Centric Insurance & Financial Services Advisor

Edward Ontiveros - State Farm Agent; Selma (CA); On-site; USD 20,000 - 50,000; Full time

Benefits offered by this job

Simple IRA

Group Life Insurance Benefits

Paid time off

Job summary

Edward Ontiveros - State Farm Agent in Selma, CA seeks an Office Representative to deliver friendly customer service, educate clients on insurance options, and grow the agency through lead development and appointments. You will work with a team, pursue sales goals, and strive for accuracy in processing inquiries and policy changes.

Ideal candidates are people-oriented, self-motivated, and comfortable with outbound calls and licensing steps for Property & Casualty and Life/Health products.

Qualifications

• Interest in marketing products and services based on customer needs.
• Enthusiastic about the role insurance and financial products.
• People-oriented, self-motivated and proactive.
• Dedicated to customer service and accuracy.
• Able to work in a team and meet licensing requirements.

Responsibilities

• Establish customer relationships and follow up with customers as needed.
• Provide prompt, accurate, and friendly customer service for inquiries on insurance and billing.
• Educate customers about insurance options using a needs-based review.
• Develop leads, schedule appointments, and market appropriate products and services.
• Support marketing goals with a strong work ethic.

Skills

Customer service

Marketing mindset

People-oriented

Team player

Proactive problem solving

Job description

Edward Ontiveros - State Farm Agent in Selma, CA seeks an Office Representative to deliver friendly customer service, educate clients on insurance options, and grow the agency through lead development and appointments. You will work with a team, pursue sales goals, and strive for accuracy in processing inquiries and policy changes.

Ideal candidates are people-oriented, self-motivated, and comfortable with outbound calls and licensing steps for Property & Casualty and Life/Health products.