What are the responsibilities and job description for the Insurance Account Representative - State Farm Agent Team Member position at Grace Roberts - State Farm Agent?
Job Description
Job Description
Benefits :ROLE DESCRIPTION :
As Insurance Account Representative - State Farm Agent Team Member for Grace Roberts - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer 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.
Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES :
- Establish customer relationships and follow up with customers, as needed.
- 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.
- 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 the risks of everyday life, recover from the unexpected, and realize their dreams
- Self-motivated
- Detail oriented
- Ability to work in a team environment
- Ability to multi-task
- Ability to make presentations to potential customers
- Property and Casualty license (must be able to obtain)
- Life and Health license (must be able to obtain)
QUALIFICATIONS :
