Insurance Financial Service Representative

Terrill Mayberry - State Farm Agency; Birmingham (MI); On-site; USD 54,000 - 66,000; Full time

Job summary

Terrill Mayberry - State Farm Agency is seeking an Insurance & Financial Services Representative in Birmingham, MI, to empower clients through tailored insurance solutions. The role requires strong communication, analytical, and interpersonal skills. Responsibilities include educating clients on coverage options, maintaining client relationships, and implementing marketing strategies. Compensation starts at $60,000, with growth opportunities in a supportive environment. A licensing requirement exists, or willingness to obtain one is necessary.

Qualifications

• Open to embracing the insurance industry and its regulations.
• Fundamental computer skills required, especially Microsoft Office.
• Willingness to obtain an insurance license if not already held.
• Strong analytical and communication skills are essential.

Responsibilities

• Educate clients on various types of insurance and coverage options.
• Implement marketing strategies to connect with potential clients.
• Collaborate with policyholders to develop risk-management profiles.
• Maintain accurate records for bookkeeping and sales reports.
• Identify client needs and recommend appropriate insurance solutions.
• Deliver outstanding client service through timely and accurate communication.

Skills

Strong analytical skills

Communication skills

Interpersonal skills

Customer service experience

Education

Insurance license (willing to obtain)

Tools

Microsoft Office

Sales-lead software

Job description

At Terrill Mayberry - State Farm Agency, we’re dedicated to empowering individuals to safeguard their futures through tailored insurance solutions. As an Insurance & Financial Services Representative, you’ll play a vital role in helping clients understand their coverage options, ensuring they feel confident in their decisions. You’ll join a team that values integrity, accountability, and a strong customer focus, where relationships with policyholders are at the heart of what we do.

Responsibilities

• Commit to remaining educated about the various types of insurance, insurance-related protocols, and policy changes to fulfill program requirements and keep our customers satisfied.
• Implement marketing strategies—including cold calling and networking—to connect with potential clients while maintaining a portfolio of current clients.
• Collaborate with policyholders to develop insurance risk-management profiles that specify the best policies for their evolving needs.
• Take ownership of accurate records for bookkeeping, client, and sales reports to track and communicate the status of assigned goals.
• Serve as an attentive listener when communicating with new and potential clients to accurately identify their unique needs before pursuing specific insurance sales.
• Conduct needs-based conversations to identify coverage gaps and recommend appropriate solutions across Auto, Home, Life, and basic Financial Services.
• Build and manage a consistent pipeline through proactive outreach—calls, follow-ups, referrals, community connections, networking, etc.
• Deliver an outstanding client experience by providing timely, accurate service (policy changes, billing questions, claims guidance, coverage reviews).
• Generate and present quotes, close new business, and support retention through annual reviews and policy education.
• Document activity and track opportunities using agency tools/CRM to maintain high follow-through and responsiveness.
• Collaborate with the agent and team to hit individual and agency goals while maintaining compliance standards.

Qualifications

• Open to embracing the insurance industry and becoming educated about its relevant state and federal regulations.
• Fundamental computer skills, including experience with Microsoft Office.
• Already have or are willing to obtain an insurance license.
• Working knowledge of accounting and sales-lead software is a plus.
• Strong analytical, communication, and interpersonal skills; customer-service experience is a plus.

Preferred Skills

• Strong communication skills—comfortable on the phone and in consultative conversations.
• Customer-focused mindset with the ability to influence and educate (not pressure).
• Goal-oriented, self-motivated, and dependable in a fast-paced environment.
• Comfortable learning product information, using technology, and following processes.
• Sales, service, banking, or call-center experience is a plus (but not always required).

Licensing

• Ability to obtain or currently hold applicable state licenses—typically Property & Casualty (P&C) and Life & Health. If not currently licensed, willingness to complete licensing requirements is expected.

Compensation

$60,000 + At-Goal

We offer a flexible full-time position with ample growth opportunities within our supportive environment.