What are the responsibilities and job description for the Insurance and Financial Services Position - State Farm Team Member position at Scott McGrew - State Farm Agent?
Benefits:
Job Purpose - To work as an employee of a State Farm independent contractor agent assisting in providing quality service to State Farm customers and assisting with the agent's marketing efforts.
Experience & Knowledge
Experience in customer service and retail sales desirable
Experience with current computer software desirable
Knowledge of personal lines insurance products desirable
Skills/Abilities
Strong listening, oral and written communications 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 marketing of State Farm products
Problem solving ability - apply and balance conceptual and analytical thinking by breaking down 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
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
Ability to learn and apply product, industry and market knowledge to make professional recommendations to prospects and policyholders
Ability to influence others
Self-confidence/perseverance/strong work ethic - remain positive and maintain progress towards goals of the agency despite obstacles and adversity
Job Related Training Courses and Licensing
Successfully complete all company, state and federal requirements (licenses) to market and service designated State Farm products and continue to remain in good standing with licensing is required
Duties and Responsibilities
Provide prompt, accurate, friendly, cost-effective service by responding to inquiries from existing policyholders and the public regarding insurance availability, eligibility, coverage's, policy changes, transfers, claim
and procedures, and make referrals for marketing opportunities as appropriate
Prepare forms, policies and endorsements when required
Contact prospects and current policyholders for sales appointments
Meet customer service and sales goals and assist with marketing goals as directed by the agent
Implement the agency's marketing/sales plan and direct mail campaigns at the direction of the agent
Work from the agent's office to contact prospects and current policyholders to generate interest in sales appointments
Conduct needs based sales interviews in the agent's office supported by technology (including Insurance and Financial Reviews)
Meet marketing goals set by the agent
As directed by the agent, work with agent's computer system to update information in customer databases used by the agent
Perform other related duties as assigned by the agent
- 401(k) matching
- Competitive salary
- Paid time off
- Training & development
Job Purpose - To work as an employee of a State Farm independent contractor agent assisting in providing quality service to State Farm customers and assisting with the agent's marketing efforts.
Experience & Knowledge
Experience in customer service and retail sales desirable
Experience with current computer software desirable
Knowledge of personal lines insurance products desirable
Skills/Abilities
Strong listening, oral and written communications 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 marketing of State Farm products
Problem solving ability - apply and balance conceptual and analytical thinking by breaking down 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
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
Ability to learn and apply product, industry and market knowledge to make professional recommendations to prospects and policyholders
Ability to influence others
Self-confidence/perseverance/strong work ethic - remain positive and maintain progress towards goals of the agency despite obstacles and adversity
Job Related Training Courses and Licensing
Successfully complete all company, state and federal requirements (licenses) to market and service designated State Farm products and continue to remain in good standing with licensing is required
Duties and Responsibilities
Provide prompt, accurate, friendly, cost-effective service by responding to inquiries from existing policyholders and the public regarding insurance availability, eligibility, coverage's, policy changes, transfers, claim
and procedures, and make referrals for marketing opportunities as appropriate
Prepare forms, policies and endorsements when required
Contact prospects and current policyholders for sales appointments
Meet customer service and sales goals and assist with marketing goals as directed by the agent
Implement the agency's marketing/sales plan and direct mail campaigns at the direction of the agent
Work from the agent's office to contact prospects and current policyholders to generate interest in sales appointments
Conduct needs based sales interviews in the agent's office supported by technology (including Insurance and Financial Reviews)
Meet marketing goals set by the agent
As directed by the agent, work with agent's computer system to update information in customer databases used by the agent
Perform other related duties as assigned by the agent
Salary : $45,000 - $60,000