Insurance Account Representative - State Farm Agent Team Member

Curtbeckham; Lake Charles (LA); On-site; USD 30,000 - 40,000; Part time

Benefits offered by this job

Paid time off

Bonus based on performance

Opportunity for advancement

Job summary

Curtbeckham in Lake Charles, Louisiana, is looking for a Team Member to develop customer relationships and promote a variety of State Farm products, including insurance and banking. This position focuses on building value-based conversations and providing exceptional customer service.

The ideal candidate is personable, self-motivated, and dedicated to problem-solving. Candidates must possess strong communication skills and be willing to learn about insurance products to help clients manage risks effectively.

Qualifications

• Customer service experience required.
• Sales experience preferred, either inside or outside.
• Ability to obtain Life and Health and Property and Casualty licenses.

Responsibilities

• Obtain qualified leads and schedule appointments.
• Provide prompt, accurate customer service.
• Work with the agent to meet marketing goals.

Skills

Interpersonal skills

Communication skills

Customer service

Sales experience

Problem-solving

Education

High School diploma

College degree preferred

Tools

Windows

Job description

Benefits

• Opportunity for advancement
• Paid time off
• Training & development
• Bonus based on performance
• Company parties

Role Description

As a Team Member for the Curt Beckham Agency, you will build and develop customer relationships within the community to promote State Farm products including auto, home, life, health and business insurance, as well as banking and investment products. You will help our business grow through value-based conversations and remarkable customer experiences.

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

Responsibilities

• Obtain qualified leads, schedule appointments, identify customer needs, market appropriate products and services, give and close sales presentations to clients.
• Provide prompt, accurate, and friendly customer service. Service to include but not limited to: responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
• Maintain a strong work ethic with a total commitment to success and customer satisfaction each and every day.
• Work with the agent to establish and meet marketing goals.
• Use a customer-focused, needs based review process to educate customers about insurance options.

Experience and Knowledge

• Customer service experience
• College degree preferred, High School diploma required
• Sales experience preferred (outside or inside sales representative, retail sales associate or telemarketing)
• Familiarity with or ability to learn computer functions with experience/proficiency in a variety of computer applications, particularly Windows

Requirements

• Excellent interpersonal skills
• Excellent communication skills- written, verbal, and listening
• Interest in marketing products and services based on customer needs
• Dedication to customer service
• Self-motivated and with a desire to take the initiative
• Detail oriented
• Proactive in problem solving
• Ability to multi-task and effectively manage time
• Life and Health license (must be able to obtain)
• Property and Casualty license (must be able to obtain)
• Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
• Ability to set and meet goals
• Positive attitude is a must

Terms of Employment

• Hourly pay plus commission and various bonuses
• Paid time off (holidays, vacation and personal/sick days)
• Growth potential/opportunity for advancement within my office