What are the responsibilities and job description for the Insurance Account Representative - State Farm Agent Team Member position at Dan Reichert - State Farm Agent?
Benefits :
401(k) matching
Bonus based on performance
Health insurance
Paid time off
Parental leave
Training & development
ROLE DESCRIPTION :
As an Insurance Account Representative for Dan Reichert State Farm, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Dan has been with State Farm for twelve years and enjoys taking care of the needs of our local community. As a high performing agency, we strive for excellence while providing proper coverage and protection for our customers. Our agency prides ourselves on going above and beyond with every customer interaction.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES :
Provide prompt, accurate, friendly, cost-effective service by responding to inquiries from existing policyholders and the general public regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submission procedures and status, rates, billing clarification, payment plans and procedures, and make referrals for marking opportunities as appropriate
Prepare forms, policies, and endorsements when required
Provide service to the public and policyholders in a pleasant and courteous manner
Contact prospects and current policyholders for appointments
Meet customer service goals and assist with marketing goals as directed by the agent
Perform other related duties as assigned by the agent
QUALIFICATIONS :
Strong listening, oral, and written communication skills
Initiative and self-reliance : make decisions on a timely basis and take necessary actions without direction from others
Goal oriented : highly motivated and resourceful to achieve results
Ability to learn and apply product and customer knowledge to professionally service and assist in the marking of State Farm products
Problem solving ability : apply and balance conceptual and analytical thinking by breaking own complex problems, evaluating alternative sources of action and their likely outcomes, and selecting the best alternative
Ability to pay close attention to detail and accuracy while multitasking
Ability to create and maintain business relationships with prospects and policyholders
Proven track record of trustworthiness, dependability, and ethical behavior
Ability to organize and act on several activities concurrently
Experience in customer service or sales preferred.
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