Insurance Account Representative - State Farm Agent Team Member

Dan Reichert; Arden Hills (MN); Sur place; USD 42 000 - 64 000; Plein temps

Avantages offerts par ce poste

Health insurance

401(k) matching

Paid time off

Training & development

401(k)

Résumé du poste

Dan Reichert State Farm is seeking an Insurance Account Representative to grow our agency through meaningful client relations and proactive product recommendations. You will serve as a liaison among customers and agency departments, deliver prompt, friendly service, and help clients select the right coverage.

We value a sociable, sales-minded professional who can develop leads, schedule appointments, and educate customers about insurance options while maintaining high standards of ethics and

Qualifications

• Strong listening, oral, and written communication skills.
• Initiative and self-reliance: make decisions on a timely basis and take necessary actions without direction from others.
• Goal oriented: highly motivated and resourceful to achieve results.
• Ability to learn and apply product and customer knowledge to professionally service and assist in the marking of State Farm products.
• Problem solving ability: apply and balance conceptual and analytical thinking by breaking own complex problems, evaluating alternative sources of action and their likely outcomes, and selecting the best alternative.
• Ability to pay close attention to detail and accuracy while multitasking.
• Ability to create and maintain business relationships with prospects and policyholders.
• Proven track record of trustworthiness, dependability, and ethical behavior.
• Ability to organize and act on several activities concurrently.
• Experience in customer service or sales preferred.

Responsabilités

• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Maintain a strong work ethic with a total commitment to success each and every day.
• Provide prompt, accurate, friendly, cost-effective service by responding to inquiries from existing policyholders and the general public regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submission procedures and status, rates, billing clarification, payment plans and procedures, and make referrals for marketing opportunities as appropriate
• Prepare forms, policies, and endorsements when required
• Provide service to the public and policyholders in a pleasant and courteous manner
• Contact prospects and current policyholders for appointments
• Meet customer service goals and assist with marketing goals as directed by the agent
• Perform other related duties as assigned by the agent

Connaissances

Active listening

Communication skills

Customer service

Sales mindset

Team collaboration

Problem solving

Attention to detail

Time management

Description du poste

Benefits:

• 401(k) matching
• Health insurance
• Paid time off
• Training & development
• 401(k)

ROLE DESCRIPTION:

As an Insurance Account Representative for Dan Reichert State Farm, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.

Dan has been with State Farm for twelve years and enjoys taking care of the needs of our local community. As a high performing agency, we strive for excellence while providing proper coverage and protection for our customers. Our agency prides ourselves on going above and beyond with every customer interaction.

Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.

RESPONSIBILITIES:

• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Maintain a strong work ethic with a total commitment to success each and every day.
• Provide prompt, accurate, friendly, cost-effective service by responding to inquiries from existing policyholders and the general public regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submission procedures and status, rates, billing clarification, payment plans and procedures, and make referrals for marking opportunities as appropriate
• Prepare forms, policies, and endorsements when required
• Provide service to the public and policyholders in a pleasant and courteous manner
• Contact prospects and current policyholders for appointments
• Meet customer service goals and assist with marketing goals as directed by the agent
• Perform other related duties as assigned by the agent

QUALIFICATIONS:

• Strong listening, oral, and written communication skills
• Initiative and self-reliance: make decisions on a timely basis and take necessary actions without direction from others
• Goal oriented: highly motivated and resourceful to achieve results
• Ability to learn and apply product and customer knowledge to professionally service and assist in the marking of State Farm products
• Problem solving ability: apply and balance conceptual and analytical thinking by breaking own complex problems, evaluating alternative sources of action and their likely outcomes, and selecting the best alternative
• Ability to pay close attention to detail and accuracy while multitasking
• Ability to create and maintain business relationships with prospects and policyholders
• Proven track record of trustworthiness, dependability, and ethical behavior
• Ability to organize and act on several activities concurrently
• Experience in customer service or sales preferred.