What are the responsibilities and job description for the Financial Services State Farm Agent Team Member position at P&CP Academy?

Job Description

Benefits :

Bonus based on performance
Competitive salary
Opportunity for advancement
Training & development

Are you a driven and hungry individual that strives to helps others and aims to always provide expectational customer service? Do you work best in a fast-paced environment that allows you to collaborate with others and work as a team? If you are looking for a challenging yet rewarding career that allows you to grow; we have an excellent position available for you! As a Financial Services Representative you will serve as a key stakeholder and a vital asset to a dedicated team that is focused on providing the best possible care to the lives of our customers.

Job Description :

As an Financial Services Representative, you serve as the first touch point and go-to for both new and existing customers that are searching for insurance coverage. Your main duties will include, but not limited to the following :

Demonstrate the understanding of what your clients unique insurance needs are by establishing excellent rapport with clients.

Possess the ability to update and educate your customers on the various insurance options that will best fit their unique needs.

Maintain the necessary skillset to cross-sell and upsell insurance services that best maximize your customers lifestyle.

Handle any / all necessary insurance policy related tasks, including, but not limited to collecting payments, identifying claim errors, update all necessary policy changes.

Direct contribution to the success of the Agency by providing superb customer service to both new and existing clients.

Ability to identify clients needs and elevate concerns to the appropriate department, when warranted.

Always conduct yourself professionally with both internal and external stakeholders and clients.

Requirements :

We are looking for individuals with excellent customer service skills that will strive to communicate effectively and professionally with both internal team members and external customers. Individuals that are self-motivated and have the ability to problem solve efficiently and will work well both on a team and individually. Our ideal applicant would demonstrate the following skills :

Preferably 3-5 years experience in customer service-related roles.

Passionate about helping others by contributing to improving the lives of your customers.

Ability to multitask simultaneously by prioritizing tasks effectively.

Be willing and able to adapt to changes.

Driven to meet and exceed quotas and sales targets.

Goal oriented mindset.

State Insurance Licenses is a plus or must be willing to obtain required licensure.

Apply to get started on your career placement.

HOURS

Monday-Friday 9AM - 5PM. Potentially Saturday hours, 9AM-1PM.

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Not the job you're looking for? Here are some other Financial Services State Farm Agent Team Member jobs in the Lansdale, PA area that may be a better fit.

Financial Services State Farm Agent Team Member

What are the responsibilities and job description for the Financial Services State Farm Agent Team Member position at P&CP Academy?

What is the career path for a Financial Services State Farm Agent Team Member?

Job openings at P&CP Academy

Not the job you're looking for? Here are some other Financial Services State Farm Agent Team Member jobs in the Lansdale, PA area that may be a better fit.

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