Insurance Agency Assistant - Flexible Schedule & Growth

State Farm; Santa Fe (NM); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

401(k) matching

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Job summary

Michelle Cole Insurance Agency Inc in Santa Fe is seeking an Agent Assistant to support daily operations and enhance customer experience. You will help grow the Santa Fe agency by assisting with customer needs and supporting the agent in delivering State Farm insurance products and services.

The role focuses on communicating product options, assisting with applications and renewals, and maintaining accurate records.

Qualifications

• Excellent communication and interpersonal skills.
• Detail-oriented with multitasking ability.
• Experience in customer service or sales preferred.
• Must complete licensing requirements to solicit and service State Farm products.

Responsibilities

• Provide clear information about State Farm products, focusing on life insurance first, then auto and home/renters insurance.
• Assist customers with policy applications, renewals, and endorsements.
• Conduct needs-based interviews in the agent’s office to help tailor coverage.
• Handle customer inquiries promptly and maintain accurate records of interactions.
• Support the agent’s marketing efforts to grow the agency.
• Ensure quality service to all State Farm policyholders.

Skills

Strong communication

Interpersonal skills

Detail-oriented

Multitasking

Education

Licensing requirements for State Farm products

Job description

Michelle Cole Insurance Agency Inc in Santa Fe is seeking an Agent Assistant to support daily operations and enhance customer experience. You will help grow the Santa Fe agency by assisting with customer needs and supporting the agent in delivering State Farm insurance products and services.

The role focuses on communicating product options, assisting with applications and renewals, and maintaining accurate records.