Financial Account Representative – State Farm Agent Team Member

State Farm; Parker (CO); On-site; USD 45,000 - 80,000; Full time

Benefits offered by this job

401(k) matching

Paid time off

Growth potential/Advancement

Bonus based on performance

Training & development

Job summary

State Farm Agent Team Member in Parker, CO seeks an energetic, entry-level Financial Account Representative to transform leads into lasting client relationships. You will balance service excellence with sales goals, learning to educate customers on insurance options while advancing the agency’s business objectives.

With 401(k) matching, PTO, and advancement opportunities, the role offers a path to growth in a dynamic environment. Training and development are provided to help you succeed.

Qualifications

• Mutually agreed upon sales goals achievable.
• Dedicated to customer service.
• Sales experience preferred; outside/inside sales or telemarketing acceptable.
• Able to obtain Property and Casualty License.
• Able to obtain Life/Health License.
• Marketing products based on customer needs.

Responsibilities

• Establish customer relationships and follow up with customers as needed.
• Maintain high activity throughout the day.
• Effective time management.
• Provide prompt, accurate, and friendly customer service, including inquiries on insurance availability, coverages, policy changes, transfers, billing.
• Educate customers about insurance options using a needs-based review process.
• Communicate effectively to meet customer needs and promote business growth.
• Develop leads, schedule appointments, identify needs, and market appropriate products and services.

Skills

Sales goals

Customer service

Sales experience

P&C license

Life/Health license

Needs-based marketing

Job description

Full Time in Parker - CO

Replies within 24 hours

Benefits

• 401(k) matching
• Paid time off
• Opportunity for advancement
• Bonus based on performance

ROLE DESCRIPTION

Chad Carlisle Insurance Inc is seeking an energetic and assertive entry-level Products & Financial Account Representative who can recognize opportunities and strategically turn leads into long-lasting customer relationships. As a Products & Financial Account Representative 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 sales perspective into our team as we build success together.

RESPONSIBILITIES

• Establish customer relationships and follow up with customers, as needed.
• Maintain high activity throughout the day.
• Effective time management.
• 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.
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

QUALIFICATIONS

• Able to achieve mutually agreed upon sales goals
• Dedicated to customer service
• Sales experience (outside sales or inside sales representative, or telemarketing) preferred
• Able to obtain Property and Casualty License
• Able to obtain a Life/Health License
• Interested in marketing products and services based on customer needs

BENEFITS

• Paid time off (vacation and personal/sick days)
• 401k
• Growth potential/Opportunity for advancement within my office

Compensation $45,000.00 - $80,000.00 per year

Financial Account Representative - State Farm Agent Team Member

Full Time in Parker - CO

Replies within 24 hours

Benefits

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

ROLE DESCRIPTION

Chad Carlisle Insurance Inc is seeking an energetic and assertive entry-level Products & Financial Account Representative who can recognize opportunities and strategically turn leads into long-lasting customer relationships. As a Products & Financial Account Representative 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 sales perspective into our team as we build success together.

RESPONSIBILITIES

• Establish customer relationships and follow up with customers, as needed.
• Maintain high activity throughout the day.
• Effective time management.
• 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.
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

QUALIFICATIONS

• Able to achieve mutually agreed upon sales goals
• Dedicated to customer service
• Sales experience (outside sales or inside sales representative, or telemarketing) preferred
• Able to obtain Property and Casualty License
• Able to obtain a Life/Health License
• Interested in marketing products and services based on customer needs

BENEFITS

• Hourly pay plus commission/bonus
• Paid time off (vacation and personal/sick days)
• 401k
• Growth potential/Opportunity for advancement within my office

Compensation $45,000.00 - $80,000.00 per year

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