Insurance Client Advisor & Growth Advocate

Todd Puckett; Sandusky (OH); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

Salary plus commission

Paid time off

Training & development

Wellness resources

401(k) matching

Bonus based on performance

Every Friday off by 1pm

Job summary

Todd Puckett - State Farm Agent in Sandusky, OH is seeking a career-oriented professional to build customer relationships and promote State Farm products including auto, home and life insurance. You will work with the agent to develop a digital marketing system, develop leads, and provide exceptional service.

The role emphasizes a needs-based approach to educate customers on insurance options, license attainment is required, and a path for advancement within the office.

Qualifications

• Excellent interpersonal and communication skills; able to build relationships.
• Strong customer-service orientation and ability to handle inquiries confidently.
• Organized, detail-oriented, and self-motivated with a proactive problem-solving mindset.
• Able to work in a team environment and contribute to a positive office culture.
• Willingness to obtain required Property & Casualty and Life & Health licenses.

Responsibilities

• Establish customer relationships and follow up with customers, as needed.
• Provide prompt, accurate, and friendly customer service, including inquiries about insurance availability and billing.
• Educate customers about insurance options using a needs-based review process.
• Develop and maintain a digital marketing system to promote the office.
• Develop leads, schedule appointments, identify customer needs, and market products.
• Maintain a strong work ethic and dedication to daily success.

Skills

Interpersonal skills

Communication skills

Customer service

Teamwork

Organizational skills

Self-motivation

Detail oriented

Proactive problem solving

Education

Property & Casualty license

Life & Health license

Job description

Benefits:

• Opportunity for advancement
• Paid time off
• Training & development
• Wellness resources
• 401(k) matching
• Bonus based on performance

Position Overview

State Farm Insurance Agent located in Sandusky, OH is seeking an outgoing, career-oriented professional to join their team. As a State Farm team member for Todd Puckett - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance.

Responsibilities

• Establish customer relationships and follow up with customers, as needed.
• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Work with the agent to develop and maintain a digital marketing system to promote the office.
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
• Maintain a strong work ethic with a total commitment to success each and every day.

Benefits/Perks

• Salary plus commission/bonus
• Hourly pay plus commission/bonus
• Paid time off (vacation and personal/sick days)
• Every Friday off by 1pm!
• Valuable experience
• Growth potential/Opportunity for advancement within my agency
• Customized individual training
• Team parties and lunches monthly
• Wellness resources
• Signing Bonus

Requirements

• Interest in marketing products and services based on customer needs
• Excellent interpersonal skills
• Excellent communication skills - written, verbal and listening
• 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
• Organizational skills
• Self-motivated
• Detail oriented
• Proactive in problem solving
• Dedicated to customer service
• Ability to work in a team environment
• Ability to effectively relate to a customer
• Property and Casualty license (must be able to obtain)
• Life and Health license (must be able to obtain)

If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.

This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm.