Insurance and Financial Services Position - State Farm Team Member

Jessicayeatman; Maryland; On-site; USD 22,041 - 26,174; Part time

Benefits offered by this job

Free uniforms

Opportunity for advancement

Training & development

Bonus based on performance

Job summary

State Farm – Jessica Yeatman Agency is seeking an Insurance Sales and Customer Service Representative for a part-time, in-office role in Phoenix, MD. You will engage clients, present tailored insurance solutions, and help customers navigate policy options with clear, friendly guidance.

The position emphasizes outside sales experience, strong communication, and multilingual abilities. You will process applications, manage client records, and collaborate with marketing to grow the book of

Qualifications

• Proven experience in outside or retail sales, preferably in insurance or related fields.
• Multilingual abilities are a plus.
• Experience with sales administration, analytics, and benefits administration processes.
• Excellent communication skills to build rapport with diverse customers.

Responsibilities

• Engage with potential clients via outside sales efforts, telemarketing, and community outreach to identify insurance needs and present tailored solutions.
• Analyze customer requirements to recommend appropriate insurance products with clear communications.
• Negotiate terms and coverage options to secure beneficial agreements while complying with regulations.
• Process applications, update client records, and track leads using ECRM systems.
• Provide exceptional customer service by addressing inquiries and guiding clients through policy details.
• Collaborate with marketing to develop strategies that attract new customers and retain existing clients.

Skills

Outside sales

Bilingual

Sales administration

Customer service

Communication skills

Tools

ECRM systems

Job description

Insurance and Financial Services Position - State Farm Team Member

Part Time in Phoenix, MD

Office Hours: Monday, Tuesday, Wednesday, Friday. Closed on Thursdays.

Benefits

• Free uniforms
• Opportunity for advancement
• Training & development
• Bonus based on performance

Role Description

Join our dynamic team at State Farm – Jessica Yeatman Agency as an Insurance Sales and Customer Service Representative. Your enthusiasm and communication skills will drive client engagement, foster lasting relationships, and help clients navigate their insurance options confidently while ensuring they receive personalized support every step of the way. This paid position offers a vibrant environment where your sales expertise and customer service talent can truly shine.

Responsibilities

• Engage with potential clients through outside sales efforts, including telemarketing and community outreach, to identify insurance needs and present tailored solutions
• Conduct thorough analysis of customer requirements to recommend appropriate insurance products, ensuring clarity and transparency in all communications
• Negotiate terms and coverage options with clients to secure mutually beneficial agreements while maintaining compliance with industry regulations
• Manage sales administration tasks such as processing applications, updating client records, and tracking leads using ECRM systems
• Provide exceptional customer service by addressing inquiries promptly, resolving issues efficiently, and guiding clients through policy details
• Collaborate with marketing teams to develop strategies that attract new customers and retain existing clients

Experience / Qualifications

• Proven experience in outside sales or retail sales environments, preferably within the insurance industry or related fields
• Strong negotiation skills with the ability to communicate complex information clearly and effectively in multiple languages (bilingual/multilingual capabilities are a plus)
• Demonstrated proficiency in sales administration, analysis skills, and benefits administration processes
• Excellent communication skills to build rapport with diverse customer bases and convey product benefits convincingly
• Prior experience in customer service roles that require active listening, problem-solving, and relationship management

Position is part-time/in-office (16-24 hours per week). Compensation is $16.00 – $19.00 per hour with monthly sales commissions. All team members will be required to obtain Auto, Fire, Life & Health Insurance Producers Licensing. We will help!