Insurance Agent Assistant: Growth & Service

Michelle Cole - State Farm Agent; Santa Fe (NM); On-site; USD 35,000 - 45,000; 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 our Santa Fe agency by assisting with customer needs and supporting the agent in delivering Life, Auto, and Home/Renters insurance through State Farm products.

The role emphasizes clear communication, meticulous record-keeping, and collaboration with the agent on marketing efforts. Licensing to solicit and service products is required.

Qualifications

• Experience in customer service or sales preferred.
• Must complete licensing requirements to solicit and service State Farm products.
• Detail-oriented with the ability to multitask.

Responsibilities

• Provide clear information about State Farm insurance 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

Multitasking

Customer service experience

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 our Santa Fe agency by assisting with customer needs and supporting the agent in delivering Life, Auto, and Home/Renters insurance through State Farm products.

The role emphasizes clear communication, meticulous record-keeping, and collaboration with the agent on marketing efforts. Licensing to solicit and service products is required.