Insurance Customer Service Specialist

State Farm Insurance Sandra Serna A; El Paso (TX); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Competitive Pay

Professional Development

Job Stability in a growing industry

Job summary

A reputable insurance agency in El Paso, Texas, is seeking a Personal Lines Producer responsible for maximizing relationships with personal lines clients and driving new client sales. The ideal candidate will possess strong bilingual skills (English/Spanish), have an active Property and Casualty General Lines License, and demonstrate a proven sales track record. Responsibilities include identifying insurance opportunities, processing quotes, and maintaining client relationships. This role offers competitive pay and opportunities for professional development.

Qualifications

• Strong Bilingual Skills in English and Spanish.
• Valid Property and Casualty General Lines License is required.
• Strong knowledge of insurance products and underwriting procedures.
• Proven track record in business-to-business sales.
• Excellent organizational and decision-making skills.

Responsibilities

• Identify and develop personal insurance opportunities with clients.
• Maintain excellent relationships through follow-up and support.
• Process quotes and bind insurance coverage for clients.
• Collaborate with team members and mentor junior staff.
• Monitor key metrics to achieve sales targets.

Skills

Bilingual Skills - English/Spanish

Presentation and persuasion skills

Negotiation skills

Organizational skills

Time management skills

Education

Active Property and Casualty General Lines License

Tools

Agency management systems

Job description

Benefits/Perks

• Competitive Pay
• Professional Development
• Job Stability in a growing industry

Job Description

The Personal Lines Producer at Sandra Serna State Farm Insurance is responsible for maintaining and maximizing profitable relationships with personal lines clients and for growing the book of business through new client sales. Build and develop customer relationships within our customer base and promote State Farm products including auto, home and life insurance.

Responsibilities

• Identify, qualify, and develop personal insurance opportunities with new and existing clients in person, online, by phone, and through written communication.
• Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support. Anticipate, respond to, and follow up on all existing client needs.
• Actively prospect round accounts, and solicit increases in existing client coverage as well as network for new clients, including win backs.
• Obtain best coverage/rate for insured, process quotes, and bind insurance coverage; follow up as necessary with inspection, photos, and other documentation. Present policies to insured and educate them on coverages and rates.
• Foster and maintain excellent relationships with customers and prospects through regular follow-up, timely quotations, and general account support.
• Support and prepare clients for renewal and retention, and maintain strong client relationships.
• Anticipate, respond to, and follow up on all existing client needs.
• Monitor, review, and report on key metrics to ensure sales targets are achieved and execute sales activity documentation in a timely, accurate, and professional manner.
• Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
• Maintain CE and participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.

Qualifications

• Strong Bilingual Skills- English/Spanish
• Active Property and Casualty General Lines License (required)
• Possess a valid driver’s license and a source of reliable transportation.
• Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain an existing client base.
• Have a proven track record of business-to-business sales success. Possess strong presentation, persuasion, and negotiation skills with the ability to close sales.
• Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.
• Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making, and superior written and verbal communication skills.
• Have excellent time management skills, thrive in a team environment, and Technology and Computer proficiency including agency management systems.