Financial Account Representative – State Farm Agent Team Member

Brett Twitty - State Farm Agent; Schaumburg (IL); On-site; USD 38,000 - 55,000; Full time

Benefits offered by this job

Salary plus commission/bonus

Paid time off (vacation and personal/sick days)

Profit sharing

Growth potential/Opportunity for advancement

Job summary

Brett Twitty - State Farm Agent in Schaumburg, IL is looking for an organized Financial Representative to support insurance agents and assist clients. This role emphasizes customer service, requiring candidates to build relationships and provide prompt service regarding insurance inquiries.

The ideal applicant will have a sales background and must be able to obtain necessary licenses. Benefits include salary plus commission, paid time off, and opportunities for advancement.

Qualifications

• Dedicated to customer service.
• Sales experience preferred in any form.
• Able to obtain necessary insurance licenses.

Responsibilities

• Establish customer relationships and follow up as needed.
• Provide accurate and friendly customer service.
• Educate customers about their insurance options.

Skills

Customer service orientation

Sales experience

Communication skills

Education

Property and Casualty License (ability to obtain)

Life/Health License (ability to obtain)

Job description

Role Description

Brett Twitty is seeking an organized and efficient specialist to fulfill administrative duties and support insurance agents in gaining and keeping customers. As a Financial Representative 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 marketing perspective into our team as we build success together.

Responsibilities

• 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.
• Use exemplary communication to efficiently meet the needs of customers while promoting the development of our business.

Qualifications

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

Benefits

• Salary plus commission/bonus
• Paid time off (vacation and personal/sick days)
• Profit sharing
• Growth potential/Opportunity for advancement within my office

Hours

Weekdays 9-5

Compensation

$38,000.00 - $55,000.00 per year

Location

We are located in Schaumburg, IL and help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, Health Insurance, and Banking Solutions.