Insurance & Financial Services Assistant — Growth Path

State Farm; Texas; Hybrid; USD 35,000 - 55,000; Full time

Benefits offered by this job

Salary plus commission/bonus

Paid time off (vacation and personal/s

ick days)

Growth potential/Opportunity foradvanc

Job summary

State Farm Agent Team in Temple, TX is seeking an Office Representative to provide customer service and support the agent’s sales activities. This full-time position works with State Farm insurance and financial products, building client relationships, educating customers on options, and pursuing marketing goals.

You'll develop leads, schedule appointments, and assist with licensing processes, enjoying salary plus commission/bonus and paid time off as part of the benefits.

Qualifications

• Interest in marketing products and services based on customer needs.
• Excellent communication skills - written, verbal and listening.
• Enthusiastic about the role insurance and financial products play in helping people manage risks and realize dreams.
• Ability to learn computer functions.

Responsibilities

• Establish customer relationships and follow up with customers, as needed.
• Provide prompt, accurate, and friendly customer service including inquiries about insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
• Educate customers about insurance options using a needs-based review process.
• Work with the agent to establish and meet marketing goals.
• Develop leads, schedule appointments, identify customer needs, and market products and services.
• Maintain a strong work ethic with a total commitment to success.

Skills

Communication skills

Customer focus

Team player

Self-motivated

Proactive problem solving

Multitasking

Bilingual - Spanish

Education

Property and Casualty license

Life and Health license

Job description

State Farm Agent Team in Temple, TX is seeking an Office Representative to provide customer service and support the agent’s sales activities. This full-time position works with State Farm insurance and financial products, building client relationships, educating customers on options, and pursuing marketing goals.

You'll develop leads, schedule appointments, and assist with licensing processes, enjoying salary plus commission/bonus and paid time off as part of the benefits.