Insurance & Financial Services Assistant

Leigh Greene 6 State Farm; Wheelersburg (OH); On-site; USD 18,000 - 21,000; Full time

Benefits offered by this job

401K

Paid time off

Growth potential

Hourly pay plus commission/bonus

Job summary

State Farm agent team member in Wheelersburg, OH seeks a driven individual to deliver excellent customer service and educate customers on insurance options. The role involves responding to inquiries, guiding clients through policy choices, and building leads for the agency.

Must be able to obtain Property & Casualty and Life & Health licenses; state-approved licensing and training are required. Compensation includes hourly pay with potential for commission/bonus.

Qualifications

• Excellent interpersonal skills
• Excellent communication skills - written, verbal and listening
• Enthusiastic about insurance and financial products to help people manage risks
• People-oriented
• Detail oriented
• Proactive in problem solving
• Dedicated to customer service
• Able to learn computer functions
• Ability to work in a team environment
• Ability to multi-task
• Property and Casualty license (must be able to obtain)
• Life and Health license (must be able to obtain)

Responsibilities

• 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.
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

Skills

Interpersonal skills

Communication

Teamwork

Detail oriented

Problem solving

Computer skills

Multi-tasking

Job description

State Farm agent team member in Wheelersburg, OH seeks a driven individual to deliver excellent customer service and educate customers on insurance options. The role involves responding to inquiries, guiding clients through policy choices, and building leads for the agency.

Must be able to obtain Property & Casualty and Life & Health licenses; state-approved licensing and training are required. Compensation includes hourly pay with potential for commission/bonus.