On-Site Insurance Advisor & Client Advocate

North Carolina Farm Bureau Mutual Insurance Company; Kernersville (NC); Sur place; USD 42 000 - 52 000; Plein temps

Résumé du poste

North Carolina Farm Bureau Mutual Insurance Company is seeking an Associate Agent to work on-site in Kernersville, NC. The role involves meeting with clients, assessing insurance needs, explaining options, and recommending suitable policies.

You will prepare quotes, handle applications, manage policy changes, and follow up on referrals and marketing leads while delivering excellent service and maintaining compliant records.

Qualifications

• High school diploma or equivalent.
• Willingness to obtain and maintain NC insurance licenses (company support provided).
• Strong customer service and communication skills.
• Ability to explain coverage options and build trust with clients.
• Sales, negotiation, and relationship-building abilities.
• On-site work in Kernersville, NC.

Responsabilités

• Meet with prospective and existing clients to assess their insurance needs.
• Explain coverage options and recommend appropriate policies.
• Prepare quotes and process applications.
• Manage policy changes and follow up on leads generated through referrals and community engagement.
• Support claims processes by guiding clients to appropriate resources.
• Maintain accurate records in company systems and build community relationships.

Connaissances

Customer service

Communication

Sales

Negotiation

Relationship-building

Time management

Formation

High school diploma

NC insurance licensing (expected)

Outils

CRM systems

Insurance software

Description du poste

North Carolina Farm Bureau Mutual Insurance Company is seeking an Associate Agent to work on-site in Kernersville, NC. The role involves meeting with clients, assessing insurance needs, explaining options, and recommending suitable policies.

You will prepare quotes, handle applications, manage policy changes, and follow up on referrals and marketing leads while delivering excellent service and maintaining compliant records.