Insurance Customer Success & Sales Specialist

Andy Manchanda - State Farm Agency; Tucson (AZ); Vor Ort; USD 45.000 - 75.000; Vollzeit

Benefits dieser Stelle

401(k) matching

Bonus based on performance

Competitive salary

Health insurance

Dental insurance

Vision insurance

Paid time off

Profit sharing

Signing bonus

Training & development

Opportunity for advancement

Zusammenfassung

Andy Manchanda - State Farm Agent is seeking a Customer Sales & Service Representative to deliver exceptional service, drive policy applications, renewals, and account needs. You will build strong relationships, coordinate with team members, and support the community you serve.

The role emphasizes thorough follow-up, consultative selling, and meeting individual and team goals. Licensing is required or must be pursued prior to starting, with opportunities for advancement and training provided.

Qualifikationen

• Customer service, sales, insurance, or related experience preferred.
• Strong communication and interpersonal skills.
• Goal-driven and motivated by achieving results.
• Comfortable working toward measurable goals and activity expectations.
• Self-motivated, dependable, and accountable.
• Strong follow-up and organizational skills.
• Ability to multitask and prioritize customer needs.
• Coachable and willing to learn and develop.
• Comfortable consultative sales conversations without using pressure-based tactics.
• Interested in taking on additional responsibility and growing within the agency.
• Must be licensed or willing and able to obtain Property & Casualty and Life & Health licenses prior to starting.

Aufgaben

• Build and maintain strong customer relationships through exceptional service and consistent follow-up.
• Answer customer questions and assist with policy changes, renewals, applications, and account needs.
• Identify opportunities to meet additional customer needs through insurance products.
• Handle both inbound and outbound customer conversations.
• Follow up with prospects and existing customers in a timely and professional manner.
• Help retain existing customers by understanding their needs and providing solutions.
• Meet individual and team goals for customer service, retention, sales, and activity.
• Educate customers on their insurance options using a consultative, needs-based approach.
• Maintain accurate records of customer conversations, follow-ups, and activity.
• Take ownership of daily goals, activity, follow-up, and results.
• Work closely with the agency team to support a positive, accountable, and high-performing culture.
• Be willing to take on additional responsibilities as your skills and experience develop.

Kenntnisse

Customer service

Sales

Interpersonal skills

Communication

Multitask

Follow-up

Time management

Coachable

Accountability

Goal oriented

Ausbildung

Property & Casualty license

Life & Health license

Jobbeschreibung

Andy Manchanda - State Farm Agent is seeking a Customer Sales & Service Representative to deliver exceptional service, drive policy applications, renewals, and account needs. You will build strong relationships, coordinate with team members, and support the community you serve.

The role emphasizes thorough follow-up, consultative selling, and meeting individual and team goals. Licensing is required or must be pursued prior to starting, with opportunities for advancement and training provided.