Insurance Account Representative - State Farm Agent Team Member

Casilee Harper - State Farm Agent; Newnan (GA); On-site; USD 32,000 - 52,000; Full time

Benefits offered by this job

Simple IRA

License reimbursement

Bonus based on performance

Competitive salary

Opportunity for advancement

Paid time off

Flexible schedule

Training & development

Job summary

Casilee Harper's State Farm Agency is seeking a Sales Team Member to build meaningful client relationships, market insurance products, and support agency growth. You will act as a crucial link between customer needs and our offerings, contributing to service excellence and retention.

Responsibilities include guiding customers through policy selections, assisting with applications and renewals, handling inquiries promptly, and maintaining organized records.

Qualifications

• Valid Property and Casualty License.
• Valid Life and Health License.
• Excellent communication and interpersonal skills.
• Detail-oriented, organized, and able to multitask.
• Previous customer service or sales experience preferred.
• Proactive attitude and helping others succeed.

Responsibilities

• Provide expert guidance on a wide range of insurance products and services, tailoring recommendations to meet customer needs.
• Assist customers with policy applications, renewals, and modifications, ensuring a seamless experience.
• Address customer inquiries promptly and effectively, delivering exceptional service and support.
• Maintain accurate and organized records of customer interactions to ensure continuity and quality of service.
• Collaborate with various agency departments to align customer needs with available products and services.

Skills

Excellent communication

Interpersonal skills

Detail-oriented

Multi-tasking

Customer service

Sales experience

Job description

Benefits

• Simple IRA
• License reimbursement
• Bonus based on performance
• Competitive salary
• Opportunity for advancement
• Paid time off
• Flexible schedule
• Training & development

Job Description

As a Sales Team Member at Casilee Harper's State Farm Agency, you play a crucial role in our daily operations and in the success of our customers. Your primary focus will be on fostering meaningful relationships with clients and acting as an essential link between their needs and our agency's offerings. By proactively marketing relevant products and services, you will help enhance the lives of our customers while contributing to the growth of our agency.

Key Responsibilities

• Provide expert guidance on a wide range of insurance products and services, tailoring recommendations to meet customer needs.
• Assist customers with policy applications, renewals, and modifications, ensuring a seamless experience.
• Address customer inquiries promptly and effectively, delivering exceptional service and support.
• Maintain accurate and organized records of customer interactions to ensure continuity and quality of service.
• Collaborate with various agency departments to align customer needs with available products and services.

Qualifications

• Valid Property and Casualty License.
• Valid Life and Health License.
• Excellent communication and interpersonal skills, with the ability to build rapport with customers.
• Detail-oriented, organized, and capable of managing multiple tasks efficiently.
• Previous experience in customer service or sales is preferred but not mandatory.
• A proactive attitude and a genuine desire to help others succeed.