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Insurance Account Representative - State Farm Agent Team Member

Maria Melnik - State Farm Agent
Pittsford, NY Full Time
POSTED ON 1/10/2025
AVAILABLE BEFORE 4/3/2025

Benefits :

  • Opportunity for advancement
  • Paid time off
  • Training & development
  • Tuition assistance
  • Bonus based on performance

ROLE DESCRIPTION :

As Insurance Account Representative - State Farm Agent Team Member for Maria Melnik - 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 team-members. You improve the lives of our customers by proactively marketing relevant products and services.

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.

SUMMARY :

  • Gather, provide information and offer insurance products based on needs analysis.
  • Fixed hourly variable monthly commission.
  • RESPONSIBILITIES :

  • Maintain daily, weekly, monthly sales related activities to meet monthly goals.
  • Strong follow-up skills using phone, texts, email and mail.

  • Ability to understand needs and provide quotes in a timely manner.
  • Discuss future needs and schedule follow-ups.
  • Develop referrals and schedule timely follow-ups.
  • Understand the importance of clear note taking and gathering of related documents.
  • Explain, calculate and handle payments.
  • Complete application, onboarding and quality control process of data input and customer's needs.
  • Provide information about insurance products and services.
  • Assist service team with service-related activities : 5% to 15%.
  • Handle incoming calls, texts, mail, walk-ins, email and provide timely responses.

  • Follow-up, where needed.
  • Complete all tasks to the end.
  • Maintain accurate records of customer interactions at all times.
  • Develop long-term relationships with customers, team-members and the Regional Office.
  • Submit monthly reports to the Agent.
  • Maintain an average of four 5 Star Reviews a month.
  • Maintain accurate records of work schedule (including in and out) for payroll.
  • QUALIFICATIONS :

  • Strong communication and interpersonal skills.
  • Detail-oriented and able to multitask.
  • Must have Property and Casualty and Life, Accident and Health Insurance Licenses.
  • Salary : $35,000 - $41,000

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