Customer Relations Representative - State Farm Agent Team Member

Insurance4indy

Indianapolis (IN)

On-site

USD 40,000 - 45,000

Full time

14 days+

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Benefits offered by this job

401(k)
Health insurance
Paid time off
Opportunity for advancement

Job summary

Elizabeth Marshall - State Farm in Indianapolis, IN is seeking a Customer Relations Representative to focus on inside sales with existing clients and leads, driving tailored insurance solutions and cross-selling opportunities. The role emphasizes proactive client conversations, meticulous record-keeping, and strong product knowledge.

Licenses must be obtained within the first 30 days, with comprehensive training and benefits provided.

Qualifications

  • Proven experience in a sales role.
  • Strong organizational skills and attention to detail.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Must be fully licensed at start date or obtain required licenses within the first 30 days of employment.

Responsibilities

  • Engage with existing clients and leads to understand their insurance needs and provide tailored solutions.
  • Conduct proactive conversations with clients to identify opportunities for additional coverage and cross-selling.
  • Ensure all client interactions and transactions are accurately recorded.
  • Maintain a high level of product knowledge and stay current with industry trends and regulations.
  • Meet or exceed sales targets and contribute to the overall success of the team.

Skills

Sales experience
Organizational skills
Communication skills
Team player
Licensing within 30 days
Commission-based potential
Training provided

Job description

Customer Relations Representative - State Farm Agent Team Member

Full Time in Indianapolis - IN

Replies within 24 hours

  • 401(k)
  • Health insurance
  • Opportunity for advancement
  • Paid time off

Position Customer Relations Representative

Location Indianapolis, IN

Compensation $40,000 - $45,000 base salary plus commissions (higher end for candidates with prior financial services sales experience)

About Us At Elizabeth Marshall - State Farm, we are dedicated to providing exceptional insurance services to our clients. We pride ourselves on our proactive approach and commitment to ensuring our clients' needs are met with precision and care.

Role Overview We are seeking a process-driven, detail-oriented Customer Relations Representative to join our team. This role focuses on inside sales, working with existing clients and leads rather than cold calling. The ideal candidate will have a passion for sales, excellent organizational skills, and the ability to engage in proactive conversations to drive sales within our existing book of business.

Key Responsibilities

  • Engage with existing clients and leads to understand their insurance needs and provide tailored solutions.
  • Conduct proactive conversations with clients to identify opportunities for additional coverage and cross-selling.
  • Ensure all client interactions and transactions are accurately recorded and nothing falls through the cracks.
  • Maintain a high level of product knowledge and stay current with industry trends and regulations.
  • Meet or exceed sales targets and contribute to the overall success of the team.

Qualifications

  • Proven experience in a sales role, preferably within the financial services or insurance industry.
  • Strong organizational skills and attention to detail.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Must be fully licensed at start date or obtain required licenses within the first 30 days of employment.
  • Competitive base salary with the opportunity for commissions.
  • Comprehensive training and ongoing support to help you succeed.
  • A positive and collaborative work environment.
  • Opportunities for professional growth and advancement.
  • 401k and health benefits.
  • Flexibility - offering a great work / life balance.
  • Paid time off (vacation and personal/sick days)

We are seeking motivated candidates who are ready to contribute to our team. Compensation $40,000.00 - $65,000.00 per year

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